Jeffrey Macdonald has been an investment adviser representative at Investment Management & Planning since May 2014, and is not listed among the firm’s executive officers or direct owners. Jeffrey Macdonald holds a BS in Chemical Engineering from the University of Delaware and an MBA from Drexel University.
Investment Management & Planning LLC is a Greenville, DE firm with $239M under management, 511 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Jeffrey H. MacDonald joined Investment Management & Planning, LLC in July 2010 as a financial advisor and planner. Before that he was a Financial Advisor at Wells Fargo Advisors from February 2008 through July 2010, and he worked for over 20 years as an engineer and business manager.
Jeffrey Macdonald’s longest registration is the current one, 12 years at Investment Management & Planning since 2014. Before joining Investment Management & Planning in 2014, Jeffrey Macdonald was registered through LPL Financial LLC and Wells Fargo Advisors, LLC.
- – present · 12 yearsFort Myers, FL · Adviser representative · Firm CRD 146041
- LPL Financial LLC– · 6 yearsSanibel, FL · Adviser representative · Firm CRD 6413
- Wells Fargo Advisors, LLC– · 2 yearsNewark, DE · Adviser representative · Firm CRD 19616
Professional designations
Listed by Investment Management & Planning
- CFP®
- Chartered Financial Consultant® (ChFC)
Investment adviser representative registrations
Jeffrey Macdonald is registered as an investment adviser representative in 2 states. The first approvals date from May 2014; the most recent is Florida, in February 2017.
- DelawareSince 29 May 2014
- FloridaSince 8 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 9 January 2009 |
| Series 66 | Uniform Combined State Law Examination | 25 April 2008 |
| Series 7 | General Securities Representative Examination | 7 April 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey H. Macdonald
- CRD
- 5491845
- Firm
- Investment Management & Planning · CRD 146041
- Office
- 6361 Presidential Court, Unit C-108, Fort Myers, FL 33919
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- imandp.com
Where does Jeffrey Macdonald work?
Jeffrey Macdonald is an investment adviser representative registered through Investment Management & Planning LLC since May 2014, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Macdonald a financial advisor?
Yes. Jeffrey Macdonald has a current investment-adviser registration in Delaware and Florida, through Investment Management & Planning since May 2014.
How many years of experience does Jeffrey Macdonald have?
Jeffrey Macdonald has 18 years in the financial industry, since April 2008, across 3 adviser firms.
What exams has Jeffrey Macdonald passed?
Jeffrey Macdonald has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in April 2008. FINRA credited Jeffrey Macdonald with the SIE, which began in October 2018.
Where did Jeffrey Macdonald work before Investment Management & Planning?
Before Investment Management & Planning, Jeffrey Macdonald was registered through Wells Fargo Advisors, LLC, April 2008 to July 2010.
Where is Jeffrey Macdonald based?
Jeffrey Macdonald’s registered office is in Fort Myers, FL.
Is Jeffrey Macdonald registered with FINRA?
Yes. Jeffrey Macdonald has a current broker registration, under CRD 5491845.
Source: FINRA BrokerCheck
Is Jeffrey Macdonald a CFP?
Investment Management & Planning lists Jeffrey Macdonald with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jeffrey Macdonald’s record?
Search CRD 5491845 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Macdonald’s full registration record.
