Jonathan Stephen Marcellino
Investment Adviser Representative at Mclean Asset Management Corp.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Stephen Marcellino is an investment adviser representative with Mclean Asset Management Corp. in Arlington, VA, where they have been registered since 2022, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Virginia.
Registrations & licenses
- Investment adviser:
- Virginia
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.
- McLean Asset ManagementJul 2022 – Aug 2025Tysons, VA
- Councilor Buchanan & Mitchell,Oct 2021 – Jun 2022Bethesda, MD
- University of South CarolinaAug 2017 – May 2021Columbia, SC
- Bethesda Chevy Chase HighAug 2013 – May 2017Bethesda, MD
- unemployedMay 2021 – Oct 2021Bethesda, MD
- McLean Asset ManagementAug 2025 – no end date reportedTysons, VA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mclean Asset Management Corp.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
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
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Tysons, VA
- SEC file number:
- 801-55363
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 22, 2026
View full firm profileOther advisors at Mclean Asset Management Corp.
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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. Jonathan Stephen Marcellino 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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