Jonathon
Mcfall
Cadaret, Grant & Co., Inc
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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
Services Offered
Fee Structure
Office Location
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Cadaret, Grant & Co., Inc Brokerage Details
$6,873,332,863
761
25,405
$270,550
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
Cadaret Grant & Co., Inc
Insurance
Sagepoint Financial
Capital Financial Services, Inc
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.
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