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Morgan Elizabeth MacAulay

Jmac Enterprises LLC

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About Morgan Elizabeth MacAulay

Morgan MacAulay is a financial advisor with Jmac Enterprises LLC, an independent advisory firm based in Newtown, PA. Morgan is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 2018. Morgan has experience working with both high-net-worth individuals and charitable organizations. Morgan is dedicated to providing personalized financial advice and helping clients achieve their financial goals. Morgan's current registration is with the state of Pennsylvania as an Investment Advisor Representative.

Firm Information

Morgan MacAulay is currently registered with Jmac Enterprises LLC. Jmac Enterprises LLC is an investment advisory firm headquartered in Newtown, PA, with a focus on financial planning, pension consulting, and portfolio management for individuals, high-net-worth individuals, and charitable organizations. The firm manages approximately $862,789,779 in assets for 1,124 clients. They offer wrap fee programs and have a team of 5 investment advisor representatives.
Jmac Enterprises LLC

201 SOUTH STATE ST

NEWTOWN, PA 18940

$862.79M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Morgan MacAulay’s Registration & Firm History

PA

03/25/2021 - Present

Jmac Enterprises LLC (NEWTOWN PA)

PA

06/27/2018 - 04/29/2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NEWTOWN PA)

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Licenses & Designations

BOTH

Issued 08/14/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Morgan Elizabeth MacAulay.
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