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Robert Charles Macaulay

JMAC ENTERPRISES LLC·NEWTOWN, Pennsylvania
SIE, Series 7, Series 63, Series 65CFPClean record20 years registeredJMAC ENTERPRISES LLC
201 SOUTH STATE ST, NEWTOWN, PA 18940CRD# 1936227Firm CRD# 312710

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Charles Macaulay · NEWTOWN, PA
Registration
CRD #1936227 · JMAC ENTERPRISES LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

JMAC ENTERPRISES LLC
Mar 2021 – present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Mar 2018 – Apr 2021
NEWTOWN, PA
WELLS FARGO CLEARING SERVICES, LLC
Sep 2005 – Mar 2018
YARDLEY, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · September 6, 2005
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JMAC ENTERPRISES LLC
CRD 312710 · SEC 801-120407
AUM
$863M
Regulatory assets under management
Employees
5
1,124 client accounts
Services offered by JMAC ENTERPRISES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JMAC ENTERPRISES LLC →
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05

Frequently Asked Questions

What services does Robert Charles Macaulay offer?
Robert Charles Macaulay specializes in Financial Planning, Investment Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are Robert Charles Macaulay's credentials?
Robert Charles Macaulay holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robert Charles Macaulay located?
Robert Charles Macaulay is based in NEWTOWN, Pennsylvania, working with JMAC ENTERPRISES LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does Robert Charles Macaulay charge for services?
Robert Charles Macaulay's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JMAC ENTERPRISES LLC?
JMAC ENTERPRISES LLC has approximately 5 employees and manages $863M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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