A complete list of active advisors currently associated with Jmac Financial Planning & Investment Services Pllc

Warmer can help you find a great advisor at Jmac Financial Planning & Investment Services Pllc or one who fits your needs even better.

Jmac Financial Planning & Investment Services PLLC provides investment management primarily for pooled investment vehicles and institutional clients, as described in Item 4 and Item 7 of its brochure. The brochure also notes the firm serves some individual, non-high-net-worth clients, which is not typical for managers in this category. The firm acts as an investment manager with discretion over the accounts it oversees and describes its analytical methods, investment strategies, and risk considerations in Item 8. It also documents periodic account reviews (Item 13) and maintains a Code of Ethics and personal trading policies referenced in Item 11 to govern employee conduct. What is distinctive in the brochure is the firm’s disclosed affiliations with an accounting practice and an insurance company (Item 10), a combination that is uncommon among peers and may introduce additional referral relationships and potential conflicts disclosed elsewhere in the brochure. Combined with the firm’s inclusion of individual non-HNW clients alongside pooled and institutional mandates, these affiliations give the firm an atypical business mix for its category.

To learn more about the advisors currently working at Jmac Financial Planning & Investment Services Pllc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Macdonald	Houston, TX	15

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