Michael
Smith

Jmac Enterprises LLC

CRD#5126990
Investment Advisor
in Newtown, PA

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About this Advisor

Michael Smith is a certified financial planner working in Newtown, Pennsylvania with 2 years of relevant experience. Smith is currently employed by Jmac Enterprises LLC. Throughout their career, they have worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors Financial Network, LLC and Jmac Enterprises LLC. Smith holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Jmac Enterprises LLC is an advisory business that has its headquarters in Newtown, PA. The firm has just five employees. It controls $854 million in total assets between its 1,114 client accounts, placing it among the larger firms in the United States by assets under management. The firm provides services to three charitable organizations. Of its 1,114 client accounts, 28% are associated with high-net-worth individuals who have greater than $1 million in assets. Jmac Enterprises LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically depend on which service is offered. Fee types billed by Jmac Enterprises LLC may include asset-based and fixed fees.

Certifications and Registrations

Series 66, 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

Michael Smith Work History

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

2021 - Present (3 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 Michael Smith 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
John Whitehead
Miami Beach, FL
Michael Smith
Newtown, PA
Robert Macaulay
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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