Jon
Mcconahay
Smart Money Group, LLC
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About this Advisor
Jon Mcconahay is a financial advisor based in Eastland, Texas who has 1 year of relevant experience. Mcconahay works at Smart Money Group, LLC. During their career, the advisor has held roles at Laredo Oil, Farm Bureau Financial Services, Calton & Associates, Inc and Smart Money Group LLC. Mcconahay holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas and Wyoming. Smart Money Group, LLC is a registered investment business operating out of Eastland, TX. It administers $254 million in assets among its 1,270 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm serves 23 charities and foundations. Of its 1,270 accounts, 26% belong to high-net-worth investors who have at least $1 million in assets. The business has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management depend on the services provided. However, fees charged by Smart Money Group, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Smart Money Group, LLC Brokerage Details
$254,115,118
20
1,270
$200,091
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jon Mcconahay Work History
Jon has been registered as a financial advisor for 1 years.*
Calton & Associates, Inc
Smart Money Group LLC
Farm Bureau Financial Services
Laredo Oil
*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 Jon Mcconahay 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 Smart Money Group, LLC
Eastland, TX
Eastland, TX
Eastland, TX
Eastland, TX
Eastland, TX
Eastland, TX
Eastland, TX
Eastland, TX
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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