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Kelly M

CFP®, ChFC®, Series 63

Jackson, TN

OSAIC

Kelly Mcdonald Sr. is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 26 years of industry experience. He has worked at Securities America Advisors, Inc. for ten years and owns The McDonald Group Inc., which he has operated for more than two decades. Outside of his advisory work, he is involved in his local community as a musician and serves as Vice President of Jackson Area Community Bands, Inc., a nonprofit organization, as well as Treasurer and Trustee at Trinity Baptist Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk assessment methods to manage portfolios that may include a variety of investment vehicles across discretionary and non-discretionary account types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jonathan D

Series 66

Jackson, TN

OSAIC

Jonathan Devault is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Osaic and has been associated with Securities America Advisors and Securities America, Inc. for over a decade. In addition to advisory work, he has sales experience in life, health, accident, and annuity-related insurance through The McDonald Group Inc. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of affiliated financial advisers and multiple advisory platforms. The firm combines brokerage and investment advisory services with financial planning and managed-account solutions, using a range of asset-allocation tools and third-party services.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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