Jack McCaddon (CRD# 6427544) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 7 years of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 3073220
Lpl Financial LLC
CRD# 2178385
Abboud Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mass Mutual Life Insurance Company | Denver, CO | Jan 2017 - Current | 7 |
| Mml Investors Services | Denver, CO | Mar 2017 - Aug 2020 | 3 |
| Prudential Insurance Company Of America | Englewood, CO | Dec 2016 - Jan 2017 | < 1 |
| Pruco Securities, LLC | Englewood, CO | Dec 2016 - Jan 2017 | < 1 |
| Unemployed | Denver, CO | Oct 2016 - Dec 2016 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2014 - Sep 2016 | 1 |
| Northwestern Mutual Investment Services LLC | Denver, CO | Dec 2014 - Sep 2016 | 1 |
| Springhill Suites Marriott | Denver, CO | Jun 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- CO
- TX
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Total Assets Under Management392MILLIONS
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Total Number of Accounts2,555ACCOUNTS
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Average Account Value$153,603
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA, WI
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