JMAC Enterprises LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$637,230,460
Clients
177
Advisors
3
of 5 employees
About
JMAC Enterprises LLC provides wealth management and discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses, and pension plans. The firm manages approximately $722 million in client assets and serves clients through customized investment programs and ongoing financial planning support.
JMAC typically constructs portfolios using ETFs, individual securities, bonds, mutual funds, options, and may allocate to unaffiliated independent managers while maintaining oversight; its stated approach is primarily long‑term focused but allows shorter‑term trading for rebalancing or tactical reasons. The firm acts as a fiduciary for ERISA and IRA accounts, offers 3(21)/3(38) retirement-plan services, and provides continuous client contact and formal annual reviews.
Compared with many peer teams, JMAC combines a relatively large asset base with a small advisory staff, resulting in an uncommon AUM‑per‑advisor profile, and it sponsors a wrap‑fee program that bundles transaction, administrative, and custody costs into its asset‑based fee. The firm also discloses the use of short‑term margin/borrowing in separately managed accounts and maintains institutional custody relationships (including platform arrangements) that provide certain economic benefits to the advisor, all of which are described in its disclosure brochure.
Client services
Expertise
Occupation focus
Fee options
Standalone financial planning fees range from $2,500 to $25,000 annually.
Certain Advisory Persons earn commissions for selling insurance products, separate and in addition to advisory fees.
Account minimum: $5,000,000
Main office
201 South State St, Suite 2 A
Newtown PA 18940
Advisors at this office
3
Most active in
California · Florida · Illinois · Louisiana · Maryland · New Jersey · Pennsylvania · Texas · Virginia
Also doing business as
Brick House Strategic Wealth · Jmac Enterprises LLC · Jw Nova Wealth Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
L M
Series 65
Newtown, PA
JMAC Enterprises LLC
L Macaulay is a financial advisor at JMAC Enterprises LLC with five years of industry experience. They hold a Series 65 designation and previously worked at Wells Fargo Advisors and its affiliates from 2017 to 2021. JMAC Enterprises LLC offers wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans. The firm manages approximately $722 million in assets and employs a primarily long-term investment approach while allowing tactical adjustments and portfolio rebalancing.
Morgan Z
CFP®, Series 66
Newtown, PA
JMAC Enterprises LLC
Morgan Zafonte is a CFP® professional affiliated with JMAC Enterprises LLC, with eight years of industry experience. Prior to joining JMAC in 2021, he worked at Wells Fargo Advisors Financial Network and Wells Fargo Advisors, with a background that also includes three years at Johnson & Johnson. JMAC Enterprises LLC provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans. The firm manages approximately $722 million in client assets using customized investment programs that typically include ETFs, individual securities, bonds, mutual funds, and options, maintaining a primarily long-term investment focus with flexibility for tactical adjustments.
Robert M
CFP®, Series 63, Series 65
Newtown, PA
JMAC Enterprises LLC
Robert Macaulay is a CFP® with 37 years of industry experience, currently serving as an advisor at JMAC Enterprises LLC since 2021. He previously worked at Wells Fargo Advisors and related entities from 2009 to 2021. In addition to his advisory role, he is involved in insurance sales unrelated to investment activities. JMAC Enterprises LLC provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans. The firm manages approximately $722 million in assets and focuses on customized investment programs with a primarily long-term approach, acting as a fiduciary for ERISA and IRA accounts and offering ongoing client support.
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