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JE

John Edward McArdle III

Investment Adviser Representative at MCDONALD PARTNERS LLC

Toledo, OHCRD #5386698Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaOhio
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/11/2010
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/10/2007

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
Fixed Income Only - First $500,0001.75%
Fixed Income Only - Next $550,0001.25%
Fixed Income Only - Next $1,000,0001.00%
Fixed Income Only - Above $2,000,0000.75%
Equity/Balanced - First $500,0003.00%
Equity/Balanced - Next $550,0002.50%
Equity/Balanced - Next $1,000,0002.00%
Equity/Balanced - Above $2,000,0001.50%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Mcdonald Partners LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MCDONALD PARTNERS LLCCurrent
1/8/2010Toledo, OH
MCDONALD PARTNERS LLCCurrent
1/8/2010Ann Arbor, MI
THOMAS MCDONALD PARTNERS, LLC
1/17/200812/8/2008Maumee, OH
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
10/12/20071/16/2008Ann Arbor, MI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

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