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 based in West Des Moines, Iowa, working with Cadaret, Grant & Co., Inc. Jonathon has previously held positions at Capital Financial Services, Inc, Insurance, Sagepoint Financial, and Cadaret Grant & Co., Inc. Jonathon has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Jonathon is part of Cadaret, Grant & Co., Inc, which operates out of West Des Moines, Iowa. The firm has 287 offices and 761 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cadaret, Grant & Co., Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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, Educational seminars/workshops

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

$6,873,332,863

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

761

IA Average: 88
Total Number of Accounts

25,405

IA Average: 3,892
Average Account Size

$270,550

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
  • Educational seminars/workshops

Jonathon Mcfall Work History

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

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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

Joseph Fahey
Buffalo, NY
John Driscoll
Syracuse, NY
James Varzal
Little Silver, NJ
Vince Larosa
Syracuse, NY
John Mckenty
Toledo, OH
Brian Marquez
Kilroy, CA
Nicholas Kelley
Hornell, NY
Justin Corbin
Rochester, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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