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Jeff Alan McMahan

Investment Adviser Representative at MCMAHAN CAPITAL MANAGEMENT

Carmel, INCRD #1246764Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeff Alan Mcmahan has worked in the securities industry since 1998. They have passed the Series 65, 63, 24, and 7 examinations. They are registered to provide investment advisory services in California and Indiana.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaIndiana
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/22/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 5/23/1988
Series 7
General Securities Representative Examination
Passed 2/18/1984
Series 24
General Securities Principal Examination
Passed 3/14/1984

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0001.25%
$500,001 to $1,000,0001.00%
$1,000,001 to $5,000,0000.75%
$5,000,001 and above0.50%
Source

Mcmahan Capital Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MCMAHAN CAPITAL MANAGEMENTCurrent
12/8/1998Carmel, IN

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MCMAHAN CAPITAL MANAGEMENT

1 other advisor in the directory

View MCMAHAN CAPITAL MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeff Alan McMahan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Jeff Alan McMahan - Financial Advisor in Carmel, IN | AdvisorFinder