RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••• F•••••• M•••••••
- Professional profile
- linkedin.com/in/jack-mcdonald-96a7698?utm_source=share&utm_campaign=shreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- L•• I••••••••• independent RIA currentsince Nov 5, 2024 · Newtown, Pa
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 20, 2018 to Feb 6, 2019 · Yardley, Pa
- P•••••••• S••••••••• I••• BD affiliatedAug 23, 2010 to Jan 2, 2018 · King Of Prussia, Pa
- E•••••••• A•••••••• L•• national BDSep 5, 2008 to Dec 2, 2008 · New York, Ny
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseDec 3, 2004 to Jul 15, 2008 · Princeton, Nj
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• I•••••••••left Feb 6, 2019, registered Nov 5, 2024 (2099 days) · Wirehouse to independent RIA
- P•••••••• S••••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jan 2, 2018, registered Apr 20, 2018 (108 days) · Other
- E•••••••• A•••••••• L•• to P•••••••• S••••••••• I•••left Dec 2, 2008, registered Aug 23, 2010 (629 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to E•••••••• A•••••••• L••left Jul 15, 2008, registered Sep 5, 2008 (52 days) · Wirehouse to affiliated broker-dealer or bank
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address