WM
WM

Wesley Mcdonough

11 Years of Experience
Fort Lauderdale, FL
Broker

Wesley Mcdonough is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Lauderdale, FL, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

6550 N Federal Hwy, Suite 505, Fort Lauderdale, FL, 33308

Get directions

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.

Learn about disclosures →
Other Business Activities

Wesley is involved with Leeward Financial Group, a DBA/Support Company in Fort Lauderdale, since 2025. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
John Hancock Investment Management LLC
November 2018 - February 2025 · 6 yrs 3 mos
Manulife Asset Management (US) LLC
October 2017 - November 2018 · 1 yr 1 mo
John Hancock Investment Management Distributors LLCBroker
July 2014 - February 2025 · 10 yrs 7 mos
Fidelity Brokerage Services LLCBroker
April 2014 - June 2014 · 2 mos
State Registrations6 states
AZCACTFLMATN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Wesley Mcdonough - Financial Advisor | TrueAdvisor