Katie Jo Ross
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- McMahan Capital ManagementJan 2024 to now
- Charles Schwab & Co., IncAug 2021 to Jan 2024
- Schwab Private Client Investment Advisory, Inc.Aug 2021 to Jan 2024
- BKD Wealth AdvisorsNov 2019 to Aug 2021
- Charles Schwab BankApr 2018 to Nov 2019
- Charles Schwab & Co., IncFeb 2017 to Nov 2019
- F.A. Wilhelm ConstructionJan 2016 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, IN).
McMahan Capital Management
Legal name: McMahan Capital Management LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6756372
- 109140