A complete list of active advisors currently associated with JMcMahan LLC

Warmer can help you find a great advisor at JMcMahan LLC or one who fits your needs even better.

JMcMahan, LLC serves individual clients — including high‑net‑worth and qualified investors — offering discretionary asset management alongside financial planning and consulting. As a single‑advisor firm with a very small client base and modest assets under management, it delivers ongoing, direct portfolio management relationships. The firm uses a mix of fundamental and technical analysis and implements strategies that include option positions, put overlays on dividend-producing stocks, stop-loss limits, and short-term technical trading based on moving averages. It also employs margin/borrowing within managed accounts and makes performance‑based fee arrangements available to qualified clients under a high‑water‑mark structure. Noteworthy features for a firm of this size include the combination of options and leverage in client portfolios together with a performance‑fee program, which is uncommon among independent solo advisers. The principal spends a substantial portion of time on a separate engineering contracting business, and the firm does not vote proxies for clients, leaving proxy voting to the account holders.

To learn more about the advisors currently working at JMcMahan LLC, 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.