Robert Charles Macaulay
Investment adviser representative at Jmac Enterprises LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$722.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Jmac Enterprises LLCMar 2021 to now
- Wells Fargo Advisors Financial Network, LLCMar 2018 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2018
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (PA).
Jmac Enterprises LLC
$722.4MAssets managed
183Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1936227
- Firm CRD
- 312710