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Jason Mac Dowall

Advisor at G. A. Repple & Company

Updated today

Location

Bella Vista, AR

Credentials

Series 66

Industry experience

4 years

About

Jason Mac Dowall is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and four years of industry experience. His work history includes roles at Exodus Financial Services, Asurea Insurance, Social Security Solutions, and other firms dating back to 2013. He has also been an insurance agent for Family Benefit Life Insurance Company, though he is not currently active in that capacity. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to portfolio construction and offers multiple account options, including a Biblically-Responsible Investing model.

Client services

Based on G. A. Repple & Company

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on G. A. Repple & Company

Planning for children with special needs Divorce financial planning General retirement planning

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Fee options

Fixed

Fixed fees for financial planning generally range from $150 to $5,000 per plan

Percentage

$0+: 0.25% to 2.00% (Direct Asset Management Wrap Fee Option varies by account and program) $0+: 0.25% to 1.85% (Direct Asset Management Non-Wrap Fee Option) $0+: Up to 2.4% maximum (FMAX FSP Wrap Program) $0+: Up to 2.65% maximum (FMAX Separately Managed Account Program) $0+: Up to 2.75% maximum (UMA Unified Managed Account Program) $0+: Up to 2.75% maximum (Rep as Portfolio Manager Program)

Commissions

Commission charges may apply when acting as broker/dealer; separate from advisory fees.

Project-based

Hourly fees for financial planning range from $100 to $250 per hour

Other

Account minimum: $25,000 Minimum fee: Annual minimum account fees range from $75 to $350 depending on the program

Location

Bella Vista, AR

Most active in

Alabama · Arkansas · Florida · Georgia · Illinois · Indiana · Iowa · Louisiana · Maine · Maryland · Michigan · Mississippi · Missouri · Montana · Nevada · New Hampshire · New Mexico · North Carolina · Ohio · Oklahoma · Oregon · Texas · Virginia · Washington

Work history

Exodus Financial Services

2021 - Present (5 years)

G.A. Repple & Company

2021 - Present (5 years)

Asurea Insurance

2020 - 2021 (1 year)

Social Security Solutions

2020 - 2020 (1 year)

United Services Agency

2018 - 2020 (2 years)

Raft Up Technologies, Inc

2018 - 2018 (1 year)

Royalty Capital Corporation

2017 - 2018 (1 year)

The Holland Group, Inc

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Established Professionals Gen X (Born 1965-1980)
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Wealth management
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Jessica Hillman is a CFP® and holds a Series 66 license with six years of industry experience. She currently leads Do Wealth Different, an independent advisory firm, and has previously worked at Echo Collaborative, Thrivent Investment Management Inc, Pure Charity, Inc., and Preston and Company, Inc. Outside of her advisory role, she serves as a substitute teacher, providing personal finance and math instruction at junior high and high school levels. Do Wealth Different is an independent, fee-only registered investment adviser serving individuals and employer plan sponsors with investment management, comprehensive financial planning, and retirement plan consulting. The firm combines passive and active strategies with a long-term, asset allocation-focused approach and offers distinctive services including retirement plan fiduciary consulting, charitable organization support, and public educational programming.

Cash flow / budgeting Charitable giving & philanthropy
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