John Francis McDonald
Investment Adviser Representative at LRI Investments
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Francis McDonald is an investment adviser representative with LRI Investments in Newtown, PA, where they have been registered since 2024. They have worked in the securities industry since 2002 and have been registered with 5 firms, including M Holdings Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
2 states and territories
Florida, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- UnemployedJan 2018 – Apr 2018Yardley, PA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2018 – Feb 2019Yardley, PA
- BANK OF America, N.A.May 2018 – Feb 2019Yardley, PA
- SDM, Inc. DBA JKJ Financial ServicesFeb 2019 – no end date reportedHorsham, PA
- M Holdings Securities, Inc.Feb 2019 – no end date reportedPortland, OR
- LRI Investments, LLCNov 2024 – no end date reportedPalm Beach Gardens, FL
- Princor Financial Services CorporationAug 2010 – Dec 2017Wayne, PA
- Principal LIFE Insurance CompanyAug 2010 – Dec 2017Wayne, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LRI Investments
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Palm Beach Gardens, FL
- SEC file number:
- 801-127277
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
View full firm profileOther advisors at LRI Investments
Showing 12 of 24 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Francis McDonald 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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