James McDonald (CRD# 3045506) is an Investment Advisor Representative working at Wise Wealth Management, LLC in New York, NY and has over 25 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wise Wealth Management, LLC | New York, NY | Mar 2018 - Current | 6 |
| Lpl Financial, LLC | Los Angeles, CA | Mar 2015 - Mar 2018 | 3 |
| Householder Group Estate & Retirement Specialists | Los Angeles, CA | Mar 2015 - Mar 2018 | 3 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2013 - Mar 2015 | 1 |
| Pfg Financial Advisors | State College, PA | Aug 2011 - Mar 2015 | 3 |
| Vicus Capital, Inc. | Los Angeles, CA | Aug 2011 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- FL
- TX
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Total Assets Under Management108MILLIONS
-
Total Number of Accounts165ACCOUNTS
-
Average Account Value$656,736
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, NH, NJ, NY, TX
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