Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay McDonald is an investment advisor representative who has been in the industry since June 2007. Jay is registered with TD Capital Management LLC, a firm that provides investment advice to individuals, businesses, and charitable organizations. Jay has experience in financial planning and portfolio management. Jay also has experience in working with clients who have special needs, such as those with disabilities or those who are going through a major life event.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TN
07/02/2012 - Present
TD Capital Management LLC (MEMPHIS TN)
IA
Issued 06/30/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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