Jeffrey John Ash
Investment adviser representative at Mccormack Financial Planning Inc.
26 yearsExperience
1 stateRegistered in
$115.7MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- M.S. Howells & Co.Jan 2026 to now
- Mccormack Financial Planning Inc.May 2022 to now
- Cambridge Investment Research, Inc.Nov 2025 to Dec 2025
- Dempsey Lord Smith, LLCMay 2022 to Nov 2025
- E*trade Securities LLCFeb 2022 to May 2022
- J.P. Morgan Securities LLCApr 2021 to Feb 2022
- JPMorgan Chase Bank, N.A.Apr 2021 to Feb 2022
- UnemployedJan 2020 to Mar 2021
- Wellington ManagementJul 2000 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Mccormack Financial Planning Inc.
$115.7MAssets managed
132Clients
3Advisers
1 yearIn 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
- 2566763
- Firm CRD
- 136857