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Jerome Allan MacDonald

Foreside Fund Services, LLC

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About Jerome Allan MacDonald

Jerome Allan MacDonald is a financial advisor with over 20 years of experience in the industry. Currently, Jerome is registered with Foreside Fund Services, LLC, a firm based in Bryn Mawr, Pennsylvania. Jerome has a wide range of experience in the financial services industry, having worked for several firms including Brown Brothers Harriman & Co., SEI Investments Distribution Co., and Investor Force Securities, Inc. Jerome holds multiple licenses and certifications, including Series 63, Series 65, Series 7, and SIE.

Firm Information

Jerome MacDonald is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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.

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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Jerome MacDonald’s Registration & Firm History

PA

03/09/2011 - Present

Foreside Fund Services, LLC (Bryn Mawr PA)

PA

03/03/2009 - 02/22/2011

BROWN BROTHERS HARRIMAN & CO. (PHILADELPHIA PA)

PA

12/14/2006 - 04/08/2008

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

PA

02/12/2004 - 10/30/2006

INVESTOR FORCE SECURITIES, INC. (WAYNE PA)

PA

04/23/2001 - 08/05/2003

INVESTOR FORCE SECURITIES, INC. (WAYNE PA)

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Licenses & Designations

BC

Issued 06/27/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerome Allan MacDonald.
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