Jason Macgregor has been Managing Member of Minichmacgregor Wealth Management since September 2009, is a control person of the firm and directly owns between 50% and 75% of it. Jason Macgregor holds a Bachelor of Arts from Syracuse University.
Minichmacgregor Wealth Management, LLC is a Saratoga Springs, NY firm with $723M under management, 928 clients and 7 advisers across 3 offices, as of its May 2026 filing.
Jason MacGregor is RIA Principal and Portfolio Manager of Minich MacGregor Wealth Management. He has worked as a financial advisor since 1993, including at a large full-service brokerage house and a regional investment firm, and co-founded the firm in 2009. He is one of its portfolio managers, overseeing the construction, monitoring and rebalancing of client portfolios.
- – present · 12 yearsSaratoga Springs, NY · Adviser representative · Firm CRD 151237
Professional designations
Listed by Minichmacgregor Wealth Management
- Certified Exit Planning Advisor (CEPA®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Jason Macgregor is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2014; the most recent is New York, in May 2021.
- New YorkSince 9 May 2021
- TexasResidentSince 5 February 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 5 November 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 October 1993 |
| Series 7 | General Securities Representative Examination | 1 September 1993 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Keith Macgregor
- CRD
- 2396461
- Firm
- Minichmacgregor Wealth Management · CRD 151237
- Role
- Managing Member
- Office
- 21 CONGRESS STREET, SUITE 203, Saratoga Springs, NY 12866
- Registration
- Investment adviser registration
- In the industry since
- September 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mmwealth.com
Where does Jason Macgregor work?
Jason Macgregor has been Managing Member of Minichmacgregor Wealth Management, LLC since September 2009, and is a control person of the firm.
Is Jason Macgregor a financial advisor?
Yes. Jason Macgregor has a current investment-adviser registration in New York and Texas, through Minichmacgregor Wealth Management since February 2014.
How many years of experience does Jason Macgregor have?
Jason Macgregor has 33 years in the financial industry, since September 1993, across 1 adviser firm.
What exams has Jason Macgregor passed?
Jason Macgregor has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 99TO. The earliest, the Series 7, was passed in September 1993. FINRA credited Jason Macgregor with the SIE, which began in October 2018.
Where is Jason Macgregor based?
Jason Macgregor’s registered office is in Saratoga Springs, NY.
Is Jason Macgregor registered with FINRA?
No. Jason Macgregor has no current broker registration.
How can I verify Jason Macgregor’s record?
Search CRD 2396461 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Macgregor’s full registration record.
