Advisor at Audible Wealth Management
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Firm
Audible Wealth Management
Location
Silver Spring, MD 20910
Credentials
Series 63, Series 65
Industry experience
9 years
Jonathan Mckinney is a financial advisor at Audible Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Wealth Management Company and Guardian Life Insurance Company. In addition to his advisory role, he is involved in content creation for an online subscription service and works as a licensed life insurance agent. Audible Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plan participants, offering financial planning, portfolio management, and auxiliary services. The firm employs a variety of analytical methods and trading strategies and operates a wrap-fee program, providing educational seminars and bill-pay services alongside portfolio management.
Based on Audible Wealth Management
Based on Audible Wealth Management
Fixed annual financial planning fees between $300 and $12,000, paid monthly; Bill pay services fees between $100 and $500 per month
$0 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $800,000: 1.25% $800,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Up to $500 per hour for financial planning
Account minimum: $5,000 Fee-only: Fixed annual financial planning fees between $300 and $12,000, paid monthly; hourly financial planning fees up to $500 per hour; Bill pay services fees between $100 and $500 per month
8455 Colesville Road, Suite 900
Silver Spring, MD 20910
District of Columbia · Maryland · North Carolina · Virginia
Audible Wealth Management
2025 - Present (1 year)
Guardian Life Insurance Company
2022 - Present (4 years)
Park Avenue securities
2022 - Present (4 years)
Northwestern Mutual Wealth Management Company
2020 - 2022 (2 years)
Northwestern Mutual Life Insurance Company
2020 - 2022 (2 years)
Northwestern Mutual Wealth Management Company
2016 - 2020 (4 years)
Kevin Luchetta
2016 - 2020 (4 years)
Stephen Schwartz
2016 - 2020 (4 years)
Michael Schwartz
2016 - 2020 (4 years)
Northwestern Mutual Investment Management
2016 - 2022 (6 years)
Paul Tortorella
2016 - 2020 (4 years)
Jim DiNardo
2016 - 2020 (4 years)
University of South Carolina
2010 - 2016 (6 years)
McKinney Automotive
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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