Jonathan Marcellino has been an investment adviser representative at McLean Asset Management since December 2022, and is not listed among the firm’s executive officers or direct owners. Jonathan Marcellino holds a Bachelor of Science in Business Administration (Finance) from the University of South Carolina.
McLean Asset Management Corporation is a Tysons, VA firm with $994M under management, 512 clients and 17 advisers across 5 offices, as of its May 2026 filing.
Jonathan Marcellino is Senior Financial Planner of McLean Asset Management. He supports the Virginia-based wealth management team and works closely with senior advisors, with primary responsibilities that include creating, implementing, and maintaining comprehensive financial plans for clients. He joined McLean as an Investment Associate in the Investment Operations Department and, before McLean, worked as a financial planning associate at a wealth management firm in Maryland.
- – present · 3 yearsArlington, VA · Adviser representative · Firm CRD 108067
Professional designations
Listed by McLean Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jonathan Marcellino is registered as an investment adviser representative in Virginia, since December 2022.
- VirginiaSince 21 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 December 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathan Stephen Marcellino
- CRD
- 7325326
- Firm
- McLean Asset Management · CRD 108067
- Office
- Arlington, VA
- Registration
- Investment adviser registration
- In the industry since
- December 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcleanam.com
Where does Jonathan Marcellino work?
Jonathan Marcellino is an investment adviser representative registered through McLean Asset Management Corporation since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Marcellino a financial advisor?
Yes. Jonathan Marcellino has a current investment-adviser registration in Virginia, through McLean Asset Management since December 2022.
How many years of experience does Jonathan Marcellino have?
Jonathan Marcellino has 3 years in the financial industry, since December 2022, across 1 adviser firm.
What exams has Jonathan Marcellino passed?
Jonathan Marcellino passed the Series 65 in December 2022.
Where is Jonathan Marcellino based?
Jonathan Marcellino’s registered office is in Arlington, VA.
Is Jonathan Marcellino registered with FINRA?
No. Jonathan Marcellino has no current broker registration.
Is Jonathan Marcellino a CFP?
McLean Asset Management lists Jonathan Marcellino with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jonathan Marcellino’s record?
Search CRD 7325326 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Marcellino’s full registration record.
