Jonathan Mcquade, Cfp®

Jonathan Mcquade, Cfp® Email and Phone Number

Senior Wealth Advisor at BA Wealth Consulting, Inc. @ Boyce & Associates Wealth Consulting Inc.
Jonathan Mcquade, Cfp®'s Location
Austin, Texas, United States, United States
Jonathan Mcquade, Cfp®'s Contact Details

Jonathan Mcquade, Cfp® work email

Jonathan Mcquade, Cfp® personal email

n/a
About Jonathan Mcquade, Cfp®

Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional who spent the first 8 years of his career as a management consultant to wealth management firms across the country. Jonathan transitioned from consulting with wealth management firms to becoming a wealth advisor and financial planner. He founded a Registered Investment Advisory firm, Seven Cedars Wealth, to work with individuals and families who have fast paced careers and financial complexity and will benefit from having fiduciary guidance to prepare for life's big milestones and events.

Jonathan Mcquade, Cfp®'s Current Company Details
Boyce & Associates Wealth Consulting Inc.

Boyce & Associates Wealth Consulting Inc.

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Senior Wealth Advisor at BA Wealth Consulting, Inc.
Jonathan Mcquade, Cfp® Work Experience Details
  • Boyce & Associates Wealth Consulting Inc.
    Senior Wealth Advisor
    Boyce & Associates Wealth Consulting Inc. Nov 2018 - Present
    Austin, Texas Area
    Seven Cedars Wealth Management merged with BKA Wealth Consulting to bring additional scale, talent and service to our clients. BKA Wealth Consulting is a fee-based Registered Investment Adviser located in Austin, TX. We deliver a wide array of solutions for business owners developing an exit plan or seeking to maximize the value of their business holdings. Additionally, we work with individuals to provide comprehensive financial planning and wealth management services to ensure alignment of current and future resources with your financial goals.
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  • Seven Cedars Wealth Management
    Managing Principal & Founder
    Seven Cedars Wealth Management Dec 2017 - Dec 2018
    Austin, Texas Area
    Clients of Seven Cedars Wealth can expect to receive a standard of care rooted in compassion, integrity and personalized service. Financial acumen and ongoing education are ingrained within the culture of the firm. When possible, we seek to provide a range of solutions that result in financially acceptable outcomes. This is important because in financial planning, the best solutions are the ones that are actually implemented and that fit your life.
  • Austin Wealth Management
    Wealth Advisor
    Austin Wealth Management May 2016 - Sep 2017
    Austin, Texas Area
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  • Lakeview Financial Group, Llc
    Associate Advisor
    Lakeview Financial Group, Llc Jan 2014 - Mar 2016
    Greater Seattle Area
  • The Ensemble Practice
    Director
    The Ensemble Practice Jul 2012 - Oct 2013
    Greater Seattle Area
    The Ensemble Practice LLC is a business consulting firm committed to helping independent financial advisors in creating multi-professional ensemble firms with strong organic growth and sustainable profitability.
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  • Fusion Advisor Network
    Senior Manager Of Business Consulting Services
    Fusion Advisor Network Dec 2009 - Aug 2012
    Seattle, Wa
    View
  • Charles Schwab
    Retirement Plan Services
    Charles Schwab May 2009 - Sep 2009
    Austin, Texas Area
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  • National Financial Partners
    Financial Analyst - Practice Management
    National Financial Partners May 2007 - Jan 2009
    Austin, Texas Area
    View

Jonathan Mcquade, Cfp® Education Details

Frequently Asked Questions about Jonathan Mcquade, Cfp®

What company does Jonathan Mcquade, Cfp® work for?

Jonathan Mcquade, Cfp® works for Boyce & Associates Wealth Consulting Inc.

What is Jonathan Mcquade, Cfp®'s role at the current company?

Jonathan Mcquade, Cfp®'s current role is Senior Wealth Advisor at BA Wealth Consulting, Inc..

What is Jonathan Mcquade, Cfp®'s email address?

Jonathan Mcquade, Cfp®'s email address is jm****@****ork.com

What schools did Jonathan Mcquade, Cfp® attend?

Jonathan Mcquade, Cfp® attended St. Edward's University.

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