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Jonathan J MacK

Quadrant Private Wealth Management, LLC

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About Jonathan J MacK

Jonathan J. MacK is a financial advisor with Quadrant Private Wealth Management, LLC in Bethlehem, PA. Jonathan has been in the financial services industry since 2000. Jonathan is registered as an Investment Adviser Representative in Pennsylvania and Texas. Jonathan has a Series 7, 65 and 66 license. Jonathan has a strong background in providing investment advice and financial planning services to individuals and families. Jonathan also works as a basketball official, referring basketball games.

Firm Information

Jonathan MacK is currently registered with Quadrant Private Wealth Management, LLC. Quadrant Private Wealth Management, LLC is a registered investment advisor based in CENTER VALLEY, PA. The firm provides financial planning, portfolio management for individuals and businesses, and credit and cash management solutions. They manage over $1.6 billion in assets for a range of clients, including high-net-worth individuals, pension and profit-sharing plans, and other individuals.
Quadrant Private Wealth Management, LLC

3850 SIERRA CIRCLE

CENTER VALLEY, PA 18034

$1.63B

Assets Under Management

Not reported

Total Clients

12

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 businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions and insurance solutions

Credit and cash management solutions and insurance solutions

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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other

Revenue sharing with our affiliate, focus risk solutions.

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Jonathan MacK’s Registration & Firm History

PA

11/13/2023 - Present

Quadrant Private Wealth Management, LLC (Bethlehem PA)

PA

09/08/2000 - 02/18/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHLEHEM PA)

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Licenses & Designations

IA

Issued 08/14/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/09/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan J MacK.
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