# JAMES JACOB MCDONALD

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WISE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/133614) | 2022-04-01 | present | Yes |
| [HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS](https://search.stillhousedata.com/firm/169045) | 2015-04-02 | 2018-03-27 | — |
| [CETERA WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/13572) | 2013-09-03 | 2015-03-03 | — |
| [VICUS CAPITAL, INC.](https://search.stillhousedata.com/firm/116021) | 2011-08-02 | 2015-10-07 | — |
| [WALNUT STREET SECURITIES, INC.](https://search.stillhousedata.com/firm/15840) | 2010-04-14 | 2013-09-03 | — |
| [NATHAN & LEWIS SECURITIES, INC.](https://search.stillhousedata.com/firm/8503) | 2002-02-27 | 2003-01-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3045506)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3045506.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.