John
Mcdonald
Oneascent Financial Services LLC
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About this Advisor
John Mcdonald is a financial advisor based in Kennewick, Washington, working with Oneascent Financial Services LLC. John has previously held positions at Various Insurance Carriers For W & R Insurance Agencies, Waddell & Reed Inc, Elemsa LLC, Central United Protestant Church, Oneascent Financial Services, LLC, Purshe Kaplan Sterling Investments, and Arts Center Task Force. John has passed the Series 66 regulatory exam and is registered to provide services in Texas and Washington. Currently, John is part of Oneascent Financial Services LLC, which operates out of Kennewick, Washington. The firm has 27 offices and 80 employees. The firm manages assets totaling $1.8 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, educational seminars, and other services. The fee structure at Oneascent Financial Services LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oneascent Financial Services LLC Brokerage Details
$1,788,648,397
80
7,877
$227,072
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
- Other
John Mcdonald Work History
Oneascent Financial Services, LLC
Purshe Kaplan Sterling Investments
Elemsa LLC
Various Insurance Carriers For W & R Insurance Agencies
Central United Protestant Church
Arts Center Task Force
Waddell & Reed Inc
Disclosures
Please visit the SEC profile of John Mcdonald 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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