Jonathan Brian Mcdougald
Investment adviser representative at United Brokerage Services Inc
18 yearsExperience
1 stateRegistered in
$372.3MFirm assets
11 yearsFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- United Brokerage Services, Inc.May 2026 to now
- United BankMay 2026 to now
- Wells Fargo Clearing Services, LLCNov 2016 to May 2026
- Wells Fargo Advisors, LLCJul 2014 to Nov 2016
- Wells Fargo Bank NAJun 2008 to May 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
United Brokerage Services Inc
Legal name: United Brokerage Services, Inc
$372.3MAssets managed
1,390Clients
57Advisers
11 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
- 5980434
- Firm CRD
- 39062