Jamie Mcdonald
Jamie Mcdonald is a CFP-designated registered investment advisor at Nations Financial Group, INC., based in Cedar Rapids, IA, with 17 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,401 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nations Financial Group (NFGI) offers investment management services where fees are calculated as a percentage of the assets managed. These fees can vary depending on the specific advisor, client location, the types of investments, and the size of the account.
For individual portfolio management, pension consulting, and third-party manager programs, fees can be as high as 2.25% for discretionary and non-discretionary accounts. For all-inclusive wrap accounts, where transaction costs are included, fees can be up to 2.50%. For NFGI's 401k portfolios, fees range from 0.10% to 0.30%. NFGI Portfolios may have fees range up to a maximum of 1.50%.
Location
3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA, 52411
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jamie is an insurance agent at Jamie McDonald - Insurance Brokerage since 2005, dedicating minimal time. Jamie is also a co-owner and partner at Core Investments Group, spending nearly full-time on client acquisition and service, and an adjunct professor at Loras College, spending about 10-20% of their time teaching. Jamie also owns McDonald Financial Services, Inc., spending minimal time processing commissions and depreciating old assets.
Employment History
Current Registrations
Nations Financial Group, INC.Broker
Nations Financial Group, INC.
Previous Registrations
Heacock & Jones Financial Services, INC.
Eagle Strategies LLC
Nylife Securities LLCBroker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Strong Capital Management INC
Strong Investments, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.