A complete list of active advisors currently associated with McKinney-X LLC

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

McKinney-X LLC provides lifecycle financial planning and portfolio management to individuals, business entities, and high‑net‑worth households, offering advice across mutual funds, fixed income, annuities, and other securities. The firm uses client engagement letters and Investment Advisory Agreements for tailored planning and reports no assets under management as of March 25, 2026. The firm works on a non‑discretionary basis, documenting client goals and risk tolerance in an Investment Policy Statement and applying fundamental analysis and modern portfolio theory to construct recommendations. McKinney‑X deploys a tiered comprehensive planning model with monthly amortized billing and has adopted eMoney for financial planning technology. A notable feature is the firm’s community education focus: it provides free seminars and workshops aimed at gig workers and non‑traditional employees and publishes a quarterly newsletter titled “Boss Own” with a companion YouTube channel offering non‑personalized financial content. Operationally, McKinney‑X integrates with Altruist as its custodian—using automated rebalancing and participating in certain Altruist programs that provide operational and back‑office benefits.

To learn more about the advisors currently working at McKinney-X 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.

Name	Location	Years of experience
Jimmie Mckinney	North Las Vegas, NV	9

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