# Jmac Financial Planning & Investment Services PLLC

> Jmac Financial Planning & Investment Services PLLC is a state-registered investment advisory firm, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated January 8, 2025.

- CRD: 164711
- Filed as: JMAC FINANCIAL PLANNING & INVESTMENT SERVICES PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: January 8, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164711
- AdvisorCensus page: https://advisorcensus.com/firm/jmac-financial-planning-and-investment-services-pllc-164711

## Quick answers

**How is Jmac Financial Planning & Investment Services PLLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jmac Financial Planning & Investment Services PLLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Jmac Financial Planning & Investment Services PLLC registered with the SEC or a state?**
Jmac Financial Planning & Investment Services PLLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 164711.

**Does Jmac Financial Planning & Investment Services PLLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164711

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jmaccpa.com
- Facebook @JohnMacDonaldCPAPLLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jmac Financial Planning & Investment Services PLLC (CRD 164711): Form ADV filing data as of October 2026.