This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

JMAC FINANCIAL PLANNING & INVESTMENT SERVICES PLLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 25, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Jul 25, 1995

First registration

Sep 16, 2004

Dual registered

no

Other names

JOHN BRIAN MCDONALD

IAPD individual key

2634817

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b9c2b309-4295-2dd2-8413-b47740c88417

First observed

Sep 16, 2004

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.