Do what's best for the client.

For 16 years, I had worked for the largest investment firms on Wall Street.  In 2013, I took a career step that I am convinced has greatly enhanced my ability to service my clients' accounts.  I joined the national independent brokerage firm of LPL Financial.  As an independent financial representative, my business operates under the name, McKenna Financial Planning.

LPL Financial is the #1 independent broker dealer.*  As an independent practice of LPL Financial, I am free to choose the appropriate products and services that address my clients' needs because LPL Financial does not offer any proprietary products.  This commitment to customized financial advice helps to preserve the integrity of my investment recommendations without having the pressures of Wall Street firm management.

Please browse my web site.  You will find a wealth of information about myself, my services and how I can help you reach your financial goals.  Most importantly, I hope you find the value in working with McKenna Financial Planning for all your financial needs.  For a no obligation, complimentary portfolio review, please contact me and I'll be in touch to schedule an appointment.


Jason M. McKenna, CFP®
McKenna Financial Planning

*  As reported by Financial Planning Magazine, 1996 - 2022 based on total revenue.

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through The Pinnacle Financial Group, a Registered Investment Advisor.  The Pinnacle Financial Group and McKenna Financial Planning are separate entities from LPL Financial.