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Jonathan Maxwell McKinney

Audible Wealth Management

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About Jonathan Maxwell McKinney

Jonathan McKinney is an investment advisor representative for Audible Wealth Management. Jonathan has been in the financial services industry since 2016 and has experience in helping individuals with their financial planning and investment needs. Jonathan is registered with the state of Maryland, and with several other states as well. He holds the Series 7, Series 63, and Series 65 licenses. Jonathan is committed to providing his clients with personalized service and helping them achieve their financial goals.

Firm Information

Jonathan McKinney is currently registered with Audible Wealth Management. Audible Wealth Management is a financial advisory firm based in Los Angeles, California. They provide financial planning, portfolio management for individuals, and educational seminars. The firm has 4 licensed agents and advisors and manages over $13 million in regulatory assets. Their clients include high-net-worth individuals and individuals other than high-net-worth.

$13.43M

Assets Under Management

Not reported

Total Clients

2

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bill pay services

Bill pay services

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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Jonathan McKinney’s Registration & Firm History

MD

01/08/2025 - Present

Audible Wealth Management (SILVER SPRING MD)

NY

08/20/2016 - 05/20/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/01/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Maxwell McKinney.
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