Jonathon
Mcfall

Cadaret, Grant & Co., Inc

CRD#6053646
Investment Advisor
in West Des Moines, IA

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About this Advisor

Jonathon Mcfall is a financial advisor working in West Des Moines, Iowa, with 3 years of industry experience. Mcfall is an advisor for Cadaret, Grant & Co., Inc. Throughout their career, they have worked at Insurance, Capital Financial Services, Inc, Sagepoint Financial and Cadaret Grant & Co., Inc. Mcfall has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Iowa. Cadaret, Grant & Co., Inc is an advisory firm headquartered in Syracuse, NY. The firm has offices in 300 locations and a total of 726 financial advisors. It has $6 billion in total assets among its 23,861 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 61 charities and foundations. Of its 23,861 accounts, just 4% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules depend on which services the firm provides the client. However, fees charged by Cadaret, Grant & Co., Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1122 Grand Avenue
West Des Moines, IA 50265

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management

$5,842,605,463

IA Average: $7,464,549,021
Total Number of Employees

726

IA Average: 88
Total Number of Accounts

23,861

IA Average: 3,892
Average Account Size

$244,860

IA Average: $1,917,921

Investment Advisory Services

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

Jonathon Mcfall Work History

Jonathon has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Cadaret Grant & Co., Inc

2012 - Present (12 years)

Insurance

2016 - 2020 (4 years)

Sagepoint Financial

2014 - 2016 (2 years)

Capital Financial Services, Inc

*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 Jonathon Mcfall 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 Cadaret Grant & Co Inc

Benjamin Hussong
Camillus, NY
Alison Moffatt
Franklin, MI
Race Walker
Seminole, FL
Zachary Honess
Edinboro, PA
Tyler Swartz
Utica, NY
Sara Pierce
Dalton, GA
John Mccarthy
Clifton Springs, NY
Michael Triebwasser
Melville, NY

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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