John
Whitehead

Jmac Enterprises LLC

CRD#2198120
Investment Advisor
in Miami Beach, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Whitehead is a financial advisor operating out of Miami Beach, Florida with a total of 2 years of relevant experience. Whitehead is an advisor for Jmac Enterprises LLC. The advisor has gained experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Jmac Enterprises LLC. Whitehead has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida, Pennsylvania and Texas. Jmac Enterprises LLC is a company operating out of Newtown, PA. The company has just five advisors. It manages $854 million in total assets between its 1,114 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm provides services to three charitable organizations. Of its 1,114 accounts, 28% are associated with high-net-worth individuals who have at least $1 million in assets. Jmac Enterprises LLC performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically are based on the services. However, fees billed by Jmac Enterprises LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1815 Purdy Avenue
Miami Beach, FL 33139

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Jmac Enterprises LLC Brokerage Details

Total Assets Under Management

$854,010,643

FL Average: $15,833,994,310
Total Number of Employees

5

FL Average: 41
Total Number of Accounts

1,114

FL Average: 3,342
Average Account Size

$766,616

FL Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

John Whitehead Work History

John has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Jmac Enterprises LLC

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Whitehead to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jmac Enterprises LLC

Morgan Macaulay
Newtown, PA
L Macaulay
Newtown, PA
Robert Macaulay
Newtown, PA
John Whitehead
Miami Beach, FL
Michael Smith
Newtown, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started