JAMES JACOB MCDONALD is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with WISE WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WISE WEALTH MANAGEMENT, LLC | 2022-04-01 | present | Yes |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | 2015-04-02 | 2018-03-27 | — |
| CETERA WEALTH SERVICES, LLC | 2013-09-03 | 2015-03-03 | — |
| VICUS CAPITAL, INC. | 2011-08-02 | 2015-10-07 | — |
| WALNUT STREET SECURITIES, INC. | 2010-04-14 | 2013-09-03 | — |
| NATHAN & LEWIS SECURITIES, INC. | 2002-02-27 | 2003-01-28 | — |