linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jawan Tyree McAllister

McAdam LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jawan? Claim Your Profile

About Jawan Tyree McAllister

Jawan McAllister, Tyree is a licensed Investment Advisor Representative associated with McAdam LLC. Jawan is registered with the state of Pennsylvania since October 2019, and Texas since October 2022. Jawan's current registration status is approved in both states. Jawan obtained the Series 65 license in September 2019 and holds a Uniform Investment Adviser Law Examination. Jawan has previously been employed by Impark, Longwood University, University of Pittsburgh, Anderson Monarchs, and St. Joseph's Preparatory School. Jawan's specialties include portfolio management for individuals and businesses, financial planning, and selection of other advisors.

Firm Information

Jawan McAllister is currently registered with McAdam LLC. McAdam LLC is a financial advisory firm headquartered in Philadelphia, Pennsylvania, with 180 licensed agents, 156 investment adviser representatives, and 45 registered representatives. They manage approximately $1.74 billion in assets for a diverse client base, including high-net-worth individuals, corporations, individuals, charitable organizations, and pension and profit-sharing plans. McAdam LLC offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.
McAdam LLC

1880 JOHN F KENNEDY BOULEVARD

PHILADELPHIA, PA 19103

$1.74B

Assets Under Management

737

Total Clients

138

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jawan McAllister’s Registration & Firm History

PA

10/27/2022 - Present

McAdam LLC (PHILADELPHIA PA)

Not sure if Jawan Tyree McAllister is right for you?

Licenses & Designations

IA

Issued 09/27/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jawan Tyree McAllister.
Not sure if Jawan Tyree McAllister is right for you?