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Jeffrey Lee McDonald

Advisory Services Network

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About Jeffrey Lee McDonald

Jeffrey Lee McDonald is a financial advisor at Advisory Services Network. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey is registered as an Investment Advisor Representative in Massachusetts and New Hampshire. Jeffrey holds the Series 7, 31, and 63 licenses. Jeffrey is committed to providing his clients with personalized financial advice and guidance. Jeffrey specializes in working with individuals, families, and businesses.

Firm Information

Jeffrey McDonald is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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fixed fees

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

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percentage of assets

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

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Jeffrey McDonald’s Registration & Firm History

GA

08/16/2024 - Present

Advisory Services Network (ATLANTA GA)

MA

04/08/2004 - 02/09/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

NY

04/21/2003 - 04/12/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

MA

10/06/1999 - 03/20/2003

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 05/07/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 10/04/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Lee McDonald.
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