Robert
Macaulay

Jmac Enterprises LLC

CRD#1936227
Investment Advisor
in Newtown, PA

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About this Advisor

Robert Macaulay is a certified financial planner based in Newtown, Pennsylvania with 2 years of industry experience. Macaulay is an advisor for Jmac Enterprises LLC. Over the course of their career, they have held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors Financial Network, LLC and Jmac Enterprises LLC. Macaulay has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Jmac Enterprises LLC is an advisory business based in Newtown, PA. The investment advisory business has just five people on staff. It controls $854 million in assets under management between its 1,114 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves three charities and foundations. Of its 1,114 client accounts, 28% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically vary depending on which services are provided. Fee types charged by Jmac Enterprises LLC most likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

201 South State St Suite 2A
Newtown, PA 18940

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Jmac Enterprises LLC Brokerage Details

Total Assets Under Management

$854,010,643

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

5

PA Average: 41
Total Number of Accounts

1,114

PA Average: 3,342
Average Account Size

$766,616

PA 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

Robert Macaulay Work History

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

2020 - Present (4 years)

Jmac Enterprises LLC

2018 - Present (6 years)

Wells Fargo Advisors Financial Network, LLC

2016 - 2018 (2 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 Robert Macaulay 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

L Macaulay
Newtown, PA
Morgan 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.

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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.

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