Edward Mcdonough
Advisor at McDonough Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at McDonough Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Orlando, FL 32819
Credentials
CFP®, Series 63, Series 65
Industry experience
38 years
Edward McDonough is a CFP® professional with 38 years of experience in the financial services industry. He is affiliated with Jackson Wealth Management, LLC and has held roles at Altior Capital Management LP, McDonough Wealth Management LLC, and Triad Advisors Inc. He is also president of McDonough Capital Management, Inc., where he provides investment advice and assists with tax preparation. Jackson Wealth Management, LLC serves individuals, pension and profit-sharing plans, trusts, estates, retirement accounts, and business entities. The firm employs an active trend-following and tactical asset allocation approach using fundamental, technical, and cyclical analysis across mutual funds, ETFs, and individual equities.
Based on McDonough Capital Management, Inc.
<$1,000,000 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.0% $5,000,000 - $10,000,000: 0.9% $10,000,000+: Negotiable
Account minimum: $1,000,000
6000 Turkey Lake Road, Suite 212
Orlando, FL 32819
Florida
Altior Capital Management LP
2021 - 2022 (1 year)
McDonough Wealth Management LLC
2019 - Present (7 years)
Jackson Wealth Management, LLC
2016 - Present (10 years)
Triad Advisors Inc
2011 - 2021 (10 years)
Real Estate
2005 - Present (21 years)
McDonough Capital Management, Inc.
1999 - Present (27 years)
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Lawyer
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Real estate agent
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