John Mcdonald is a CFP-designated registered investment advisor, based in Kennewick, WA, with 19 years of industry experience.
Location
5401 Ridgeline Drive, Suite 120, Kennewick, WA, 99338
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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
John works as a financial advisor for OneAscent Financial DBA 2-24 Wealth Group, dedicating nearly full-time hours to providing investment advisory advice and account maintenance. He also works as an agent selling fixed/traditional insurance products, spending minimal time on this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Oneascent Financial Services LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations6 states
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