Jack
Mcinnes
M Holdings Securities, Inc
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About this Advisor
Jack Mcinnes is a financial advisor working in Prairie Village, Kansas with a total of 6 years of industry experience. Mcinnes is an advisor for M Holdings Securities, Inc. Throughout their career, they have worked at Lpl Financial, Independent Financial Planners, Shadowstone Partners, M Holdings Securities and Mcinnes Group, Inc. Mcinnes maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to work in Kansas. M Holdings Securities, Inc is a registered investment business based out of Portland, OR. The investment advisory business has offices in 105 locations and a total of 738 people on staff. It handles $4 billion in total assets among its 10,065 client accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 10,065 customer accounts, 17% belong to high-net-worth individuals who have more than $1 million in investable assets. M Holdings Securities, Inc offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules usually depend on which services are provided. Fees charged by M Holdings Securities, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$3,932,369,637
738
10,065
$390,697
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jack Mcinnes Work History
Jack has been registered as a financial advisor for 6 years.*
M Holdings Securities
Mcinnes Group, Inc
Shadowstone Partners
Independent Financial Planners
Lpl Financial
*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 Jack Mcinnes 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 M Holdings Securities, Inc
Rochelle Park, NJ
Newtown, PA
Portland, OR
Portland, ME
Portland, OR
Portland, OR
Portland, OR
San Rafael, CA
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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