Loveland, CO St Cloud Dr Office

Devin Jones is a financial advisor with LPL Financial in Loveland, CO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2007 and operates a business under the name MacDonald Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

James Macdonald is a financial advisor with LPL Financial in Loveland, Colorado. He holds Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research resources, and both discretionary and non-discretionary management.

Rachel Congleton is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 credential and has previously worked at Edward Jones and Wealth Strategies. Outside of advising, she has had involvement with entities such as Cultivating Hope DBA Hope Farms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Andrew Macdonald is a financial advisor with LPL Financial in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Linsco Private Ledger since 2001. Outside of his advisory role, Macdonald is involved in several business ventures including construction, helicopter piloting, and a farming enterprise that sells produce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management, supported by proprietary and third-party research.