Jon Mcconahay
Jon Mcconahay is a registered investment advisor at Smart Money Group, LLC, based in Eastland, TX, with 11 years of industry experience. Jon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 571 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
106 South Seaman, Eastland, TX, 76448
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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
Jon is an insurance agent for Futurity First, dedicating a few hours per week to selling and servicing insurance products. He also owns a livestock and horse business, works as an advisor for Smart Money Group, is an officer for LJ7 Financial Services, LLC, and owns a trucking business.
Employment History
Current Registrations
Smart Money Group, LLC
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
State Registrations5 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.
Exams
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