John Calvin Mcdonald
Investment adviser representative at Oneascent Financial Services LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.5BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Oneascent Financial Services, LLCMar 2021 to now
- Purshe Kaplan Sterling InvestmentsMar 2021 to now
- Elemsa LLCMay 2009 to now
- Various Insurance Carriers for W & R Insurance AgenciesApr 2007 to now
- Central United Protestant ChurchSep 2016 to Jan 2021
- Arts Center Task ForceMay 2016 to Jul 2022
- Waddell & Reed IncOct 2006 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Oneascent Financial Services LLC
$3.5BAssets managed
5,279Clients
79Advisers
10 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
- 5238407
- Firm CRD
- 284549