Michael Jon Macdonald
Investment Adviser Representative at Financial Transparency
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Jon Macdonald is an investment adviser representative with Financial Transparency in Danville, CA, where they have been registered since 2024. They have worked in the securities industry since 1983 and have been registered with 5 firms, including Michael Macdonald Financial Management, Inc, and United Planners' Financial Services of America A Limited Partner. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
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.
- Trustee - Michael J Macdonald Financial ManagementAug 1984 – no end date reportedDanville, CA
- Michael J Macdonald Insurance ServicesMay 1984 – no end date reportedDanville, CA
- United Planners' Financial ServicesApr 2012 – Mar 2017Scottsdale, AZ
- Michael MacDonald Financial Management, Inc.Apr 2001 – no end date reportedDanville, CA
- Estate of Howard Franklin HaasOct 2016 – no end date reportedBellveue, WA
- Envision Financial Transparency, LLCFeb 2024 – no end date reportedGreensboro, NC
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Financial Transparency
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
- Firm account minimum
- $25,000
- Let's Get Started1.00%
- Managed Investment Portfolios1.75%
- Customized Managed Accounts2.15%
- Pension Consulting Services1.50%
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Danville, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Jon Macdonald 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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