Jonathan Stephen Marcellino
Investment adviser representative at Mclean Asset Management Corp.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$993.9MFirm assets
Are you Jonathan Stephen Marcellino? Claim your profile
Contact this firm
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
13 years in the industry.
- Mclean Asset Management Corp.Jul 2022 to now
- Councilor Buchanan & Mitchell,Oct 2021 to Jun 2022
- UnemployedMay 2021 to Oct 2021
- University of South CarolinaAug 2017 to May 2021
- Bethesda Chevy Chase HighAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Mclean Asset Management Corp.
Legal name: Mclean Asset Management Corporation
$993.9MAssets managed
512Clients
14Advisers
28 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
- 7325326
- Firm CRD
- 108067