Jaclyn McMahon, financial advisor Vienna VA
90 score

Jaclyn McMahon

CRD Number: 6188766
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jaclyn McMahon (CRD# 6188766) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 4 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Vienna VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Marguerita Cheng, CFP®, financial advisor Vienna VA
Marguerita M. Cheng, CFP®
CRD# 3149803
Blue Ocean Global Wealth
Score
107
Similar Advisors
John Hensley, financial advisor Vienna VA
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Score
106
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Arlington, VA Oct 2016 - Current 1
Bank Of America, N.a. Arlington, VA Oct 2016 - Current 1
Ameriprise Financial Services Inc. Vienna, VA Feb 2015 - Oct 2016 1
H.d. Vest Advisory Services Farfaix, VA Jan 2014 - Feb 2015 1
H.d. Vest Investment Services Vienna, VA Jul 2013 - Feb 2015 1
Mcmahon & Company Vienna, VA May 2012 - Feb 2015 2
Advocare Independent Distributor Fairfax, VA Jul 2014 - Aug 2014 < 1
Radford University Radford, VA Aug 2008 - May 2012 3
Ruby Tuesday Chantilly, VA May 2011 - Jun 2011 < 1
Dept Of Nursing/radford Radford, VA Aug 2010 - Jan 2011 < 1
Mcmahon & Company Vienna, VA Jan 2008 - Jan 2010 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
S63 Uniform Securities State Law Examination Sep 2013
Contact Info for Jaclyn R. McMahon
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    639,574
    MILLIONS
  • Total Number of Accounts
    1,831,494
    ACCOUNTS
  • Average Account Value
    $349,209
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.