Jonathan McMahon
Dauntless Advisory · Annapolis, Maryland
Jonathan McMahon is a fee-only financial advisor at Dauntless Advisory in Annapolis, Maryland. Dauntless Advisory reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Dauntless Advisory |
|---|---|
| Based in | Annapolis, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $16.1M across 36 accounts |
| SEC registration | Investment adviser representative in MD · CRD 8152862 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.dauntlessadvisory.com |
How Jonathan's firm compares
- Dauntless Advisory's average account is about $448,000, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Jonathan
Is Jonathan McMahon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Dauntless Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Dauntless Advisory, reports charging a percentage of assets on its SEC Form ADV.
Where is Jonathan McMahon based?
Jonathan McMahon is based in Annapolis, Maryland.
Is Jonathan McMahon registered with the SEC?
Yes. Jonathan McMahon is registered as an investment adviser representative in MD (CRD 8152862), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dauntless Advisory manage?
Dauntless Advisory reports $16.1M across 36 accounts in assets under management.
How do I contact Jonathan McMahon?
Through Jonathan's website, www.dauntlessadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Annapolis
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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