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John M
CFP®, Series 63
Houston, TX
Jmac Financial Planning & Investment Services Pllc
John Macdonald is a CFP® with 15 years of industry experience. He is the principal of Jmac Financial Planning & Investment Services PLLC in Houston, TX, where he has worked since 2014. He also operates John Macdonald CPA PLLC and Jmac Insurance Services PLLC, both established in 2012. Jmac Financial Planning & Investment Services PLLC provides investment management primarily for pooled investment vehicles and institutional clients, while also serving some individual, non-high-net-worth clients. The firm combines investment management with affiliated accounting and insurance services, an uncommon business mix for its category.
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