Joseph Mc Mahan
Advisor at JMcMahan LLC
Updated today
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.
About
Joseph Mc Mahan is the sole advisor at JMcMahan, LLC, an independent firm based in College Station, TX. He holds a Series 65 designation and has experience in software engineering contracting as the founder and engineer of a separate software services business. His prior work includes roles at Gregory's, FujiFilm Diosynth Biotechnologies, UT Southwestern Medical Center, and Texas A&M University. JMcMahan, LLC provides discretionary asset management, performance-based fee investment programs, and financial planning services to individuals, high-net-worth individuals, and qualified clients. The firm’s investment approach combines dividend-producing equity positions with options strategies to manage risk, and it offers performance-based compensation only to clients meeting specific asset and net worth thresholds.
Fee options
Up to $15,000 fixed annual fee for ongoing financial planning, paid monthly in advance; $85 flat monthly fee for performance-based fee accounts
$0 - $50,000: 3.00% annually $50,000.01 - $100,000: 2.75% annually $100,000.01 - $250,000: 2.50% annually $250,000.01 - $500,000: 2.00% annually $500,000.01 - $750,000: 1.50% annually $1,000,000.01+: 1.25% annually
$75 per hour for financial consulting services
20% of annual portfolio gains above high water mark, charged annually in arrears plus $85 monthly flat fee
Account minimum: $50,000 (for Performance Based Fee accounts, may be lowered or waived)
Location
College Station, TX
Most active in
Joseph M has reported serving >5 clients in these states in the last 12 months.
Texas · Utah
Work history
JMcMahan, LLC
2025 - Present (1 year)
Gregory's
2022 - 2022 (1 year)
JMcMahan, LLC
2021 - Present (5 years)
NPDJDM LLC
2021 - 2024 (3 years)
FujiFilm Diosynth Biotechnologies
2021 - 2022 (1 year)
UT Southwestern Medical Center
2019 - 2020 (1 year)
GXP Quality Systems
2019 - 2019 (1 year)
Texas A&M University
2018 - 2021 (3 years)
Full time student
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Scott M
CFA®, CFP®
Bryan, TX
Charis Legacy Partners
I started my investing journey in the early 2000’s during the dotcom bubble, so I have been through multiple market cycles. I began my professional career in financial services as an equity analyst for a boutique hedge fund, and after business school, I spent eight years with Vanguard, which is where my career as a wealth manager and financial planner began. I have clients all over the country with whom I work remotely, including many working for startups and in the tech industry, so I have a lot of experience planning for and advising on equity compensation. I have been married to my lovely wife, Erin, since 2009, and we have three children who keep me busy outside of work; I am passionate about raising them to be well-rounded, curious and thoughtful individuals who prize character and integrity above all else. I love the outdoors and exploring new places, learning new things and experiencing new cultures.
George M
Series 63
College Station, TX
McWhorter Capital Investments
Sarah B
Series 65
Bryan, TX
Steward Inc.
Brien S
CFP®, Series 63
College Station, TX
Traditions Wealth Advisors, LLC.
Noel W
CFP®, Series 66
College Station, TX
Traditions Wealth Advisors, LLC.
William S
Series 63, Series 65
College Station, TX
Smith & Wyatt
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