L Connor robert Macaulay
Investment adviser representative at Jmac Enterprises LLC
10 yearsExperience
1 stateRegistered in
$722.4MFirm assets
5 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 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
10 years in the industry.
- Jmac Enterprises, LLCJun 2021 to now
- Wells Fargo Advisors Financial Network, LLCJun 2019 to Apr 2021
- Wells Fargo Advisors Financial Network LLCJun 2018 to Sep 2018
- Wells Fargo Clearing Services, LLCJun 2017 to Aug 2017
- Penn State UniversityAug 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 6813076
- Firm CRD
- 312710