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James Lee MacKey

MacH-1 Financial Group, LLC

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About James Lee MacKey

James Mackey is a financial professional with over 25 years of experience in the industry. James Mackey currently works with MacH-1 Financial Group, LLC and has previously worked with Morgan Stanley and Crews & Associates, Inc. James Mackey is a Registered Representative and Investment Advisor Representative, holding licenses in several states including Arkansas, Texas, California, Georgia, Kentucky, Mississippi, Missouri, Oklahoma, and Tennessee. James Mackey holds the Series 63, Series 65, Series 7, Series 24, and SIE licenses. James Mackey specializes in retirement planning and financial planning for individuals and other businesses.

Firm Information

James MacKey is currently registered with MacH-1 Financial Group, LLC. MacH-1 Financial Group, LLC is an investment advisor headquartered in Rogers, Arkansas. The firm provides financial planning and portfolio management services for individuals and other clients. They manage over $354 million in assets for approximately 3,089 accounts. MacH-1 Financial Group offers their services to individuals (both high-net-worth and other), corporations, charitable organizations, and other clients.
MacH-1 Financial Group, LLC

1001 S. 52ND STREET

ROGERS, AR 72758

$354.37M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James MacKey’s Registration & Firm History

AR

09/15/2022 - Present

MacH-1 Financial Group, LLC (ROGERS AR)

AR

09/01/2011 - 04/19/2017

MORGAN STANLEY (LITTLE ROCK AR)

AR

02/15/2005 - 09/01/2011

CREWS & ASSOCIATES, INC. (LITTLE ROCK AR)

TN

10/06/2004 - 02/16/2005

TRUSTCORE INVESTMENTS, INC. (BRENTWOOD TN)

TN

01/06/2003 - 07/09/2004

POWELLJOHNSON (NASHVILLE TN)

AL

10/26/2000 - 12/09/2002

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

WI

11/18/1997 - 02/17/2000

INVEST FINANCIAL CORPORATION (APPLETON WI)

OR

08/23/1995 - 10/23/1997

MARKETING ONE SECURITIES, INC. (PORTLAND OR)

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Licenses & Designations

IA

Issued 10/31/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Lee MacKey.
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