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MJ

Michael Jon Macdonald

Investment Adviser Representative at FINANCIAL TRANSPARENCY

Danville, CACRD #736552Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
43 yrs
States Registered
1 states
Exams Passed
5

Professional summary

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

Michael Jon Macdonald has worked in the securities industry since 1983. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/16/1998
Series 63
Uniform Securities Agent State Law Examination
Passed 5/28/1996
SIE
Securities Industry Essentials Examination
Passed 3/10/2017
Series 7
General Securities Representative Examination
Passed 11/10/1995
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/2/1981

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
Let's Get Started1.00%
Managed Investment Portfolios1.75%
Customized Managed Accounts2.15%
Pension Consulting Services1.50%
Account minimum: $25,000

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

Source

Financial Transparency Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FINANCIAL TRANSPARENCYCurrent
2/16/2024Danville, CA
MICHAEL MACDONALD FINANCIAL MANAGEMENT, INC,
3/10/20173/19/2024Pleasant Hill, CA
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
4/18/20123/10/2017Pleasant Hills, CA
LINCOLN FINANCIAL SECURITIES CORPORATION
1/31/20004/26/2012Pleasant Hill, CA
INDEPENDENT ADVISERS GROUP CORP
2/19/199810/14/2004Walnut Creek, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. 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.

Michael Jon Macdonald - Financial Advisor in Danville, CA | AdvisorFinder