Jmac Enterprises LLC

Jmac Enterprises LLC (CRD# 312710) is a financial advisory firm headquartered in Newtown, PA. They manage $862,789,779 in 1,124 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
201 South State St, Suite 2a, Newtown, PA 18940
http://www.brickhousestrategicwealth.com
By the Numbers
  • Total Assets Under Management
    863
    MILLION
  • Total Number of Accounts
    1,124
    ACCOUNTS
  • Average Account Value
    $767,607
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MD, NH, NJ, NV, PA, TX, VA

Financial Advisors at Jmac Enterprises LLC
Showing 1 - 5 of 5 top financial advisors.
1
Morgan Macaulay, financial advisor Newtown PA
Morgan E. Macaulay
CRD#: 6091926
201 South State St, Suite 2a, Newtown, PA 18940

Morgan Macaulay (CRD# 6091926) is an Investment Advisor Representative working at Jmac Enterprises LLC in Newtown, PA and has over 5 years of experience in the finance industry.

2
Robert Macaulay, financial advisor Newtown PA
Robert C. Macaulay
CRD#: 1936227
201 South State St, Suite 2a, Newtown, PA 18940

Robert Macaulay (CRD# 1936227) is an Investment Advisor Representative working at Jmac Enterprises LLC in Newtown, PA and has over 34 years of experience in the finance industry.

3
Michael Smith, financial advisor Newtown PA
Michael R. Smith
CRD#: 5126990
201 South State St, Suite 2a, Newtown, PA 18940

Michael Smith (CRD# 5126990) is an Investment Advisor Representative working at Jmac Enterprises LLC in Newtown, PA and has over 16 years of experience in the finance industry.

4
John Whitehead, financial advisor Miami Beach FL
John K. Whitehead
CRD#: 2198120
1815 Purdy Avenue, Miami Beach, FL 33139

John Whitehead (CRD# 2198120) is an Investment Advisor Representative working at Jmac Enterprises LLC in Miami Beach, FL and has over 32 years of experience in the finance industry.

5
L Macaulay, financial advisor Newtown PA
L C. Macaulay
CRD#: 6813076
201 South State St, Suite 2a, Newtown, PA 18940

L Macaulay (CRD# 6813076) is an Investment Advisor Representative working at Jmac Enterprises LLC in Newtown, PA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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