JM
JM

John Francis Mcdonald

23 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
422 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
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Location

109 Pheasant Run, Newtown, PA, 18940

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a retirement benefit consultant for SDM Inc. since 2019, but spends no time on this. He also works full-time as a Registered Representative for M Holdings Securities, Inc. and as an Investment Advisory Representative for LRI Investments, LLC.

Employment History
Current Registrations
Lri Investments
November 2024 - Present · 1 yr 3 mos
M Holdings Securities, INC.Broker
February 2019 - Present · 7 yrs
Previous Registrations
M Holdings Securities, INC.
February 2019 - July 2025 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2018 - February 2019 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - February 2019 · 10 mos
Principal Securities, INC.
August 2010 - January 2018 · 7 yrs 5 mos
Principal Securities, INC.Broker
August 2010 - January 2018 · 7 yrs 5 mos
Diversified Investors Securities CORP.Broker
May 2009 - July 2010 · 1 yr 2 mos
AXA Advisors, LLC
September 2008 - December 2008 · 3 mos
AXA Advisors, LLCBroker
September 2008 - December 2008 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2004 - July 2008 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2001 - July 2008 · 7 yrs 3 mos
State Registrations2 states
FLPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.