James McDonald, who prefers to go by Jake, is an experienced financial planning professional who specializes in all areas of financial planning, estate planning and asset management. For more than fifteen years, Jake has focused on helping his clients— individuals, families and small businesses —address their specific financial goals and objectives.
Jake holds his Series 7 and 63 registrations through LPL Financial, and his Series 66 securities registration through LPL Financial and Householder Group Estate and Retirement Specialists. He is also a licensed Life Insurance Agent through the state of California. Jake uses his considerable experience and training to develop comprehensive financial plans for his individual and business clients that often include distribution plans for retirement, hands‐on investment management strategies, tax planning, as well as estate and risk management strategies.
Jake has partnered with Householder Group because they share his dedication to the same goals and objectives he believes are necessary to achieve successful outcomes for his clients. And like Householder Group, Jake’s focus is on developing and implementing cutting‐edge tax strategies, estate‐planning techniques, and helping clients manage income and estate taxes. In addition, Jake is able to leverage the availability of Householder Group’s sophisticated investment strategies that enable him to focus on capital preservation and multi‐generational wealth management for his clients. Ultimately, Jake wants all of his clients to have confidence in their investments knowing that he is doing everything possible to help them pursue their specific financial goals and objectives.
Jake grew up, very happily, in a large and gregarious extended family in the old mill town of Fall River, MA. He enjoyed his undergraduate years, which included highlights of studying in London and Paris. Jake began his career in finance in 1988 after graduating from the University of Massachusetts with a BA in Communications. Since leaving his home state of Massachusetts, Jake has lived in San Francisco, New York and now resides in Los Angeles, where he has been since 2010. While he loves California and the Pacific Ocean, Jake remains very close to his immediate and extended family on the East Coast and visits them and his many clients and friends there frequently.
We don’t represent a group of investment products, we represent you.
Householder Group Estate & Retirement Specialists, LLC.
1632 N. Laurel Avenue
Los Angeles, CA 90046
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Householder Group Estate and Retirement Specialists LLC., a registered investment advisor. Householder Group Estate and Retirement Specialists LLC, Lunceford Private Wealth Management and LPL Financial are separate entities.