Jacob A. Mcclure

THE PERSONAL WEALTH COACH

Salado, TX 76571

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CRD#: 2740184

Professional summary

Jacob Aaron Mcclure, CIMA®, who also goes by Jake Aaron Mcclure, is a registered financial advisor currently at THE PERSONAL WEALTH COACH located in Salado, Texas.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jacob has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Aaron Mcclure

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) INFUSE THE MUSE; SOLE PROP; ARTWORK & SALE OF SAME ARTWORK; OWNER; TIME SPENT:10%; OWNERSHIP:100%. 2)Salado Montessori Inc.; Chairman of the Board; 501(c)(3) educational institution; Time Spent 10%; Ownership 0%

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Aaron Mcclure's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

August 13, 2007 - Present

THE PERSONAL WEALTH COACH

Office #1: 918 North Main Street, Salado, TX 76571

RIA

CRD#: 144588

Salado, TX

Past

October 26, 2006 - August 5, 2011

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

SALADO, TX

Past

October 26, 2006 - January 2, 2013

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

SALADO, TX

Past

April 26, 2005 - November 1, 2006

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

SALADO, TX

Past

December 2, 2003 - November 1, 2006

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

SALADO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE PERSONAL WEALTH COACH

THE PERSONAL WEALTH COACH | THE WEALTH COACH, LLC

CRD#: 144588 / SEC#: 801-68174

RIA

Registered Investment Advisory firm - (7/27/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/16/2019)

IAR

Louisiana
(10/28/2013)

IAR

Texas
(8/13/2007)

IAR

Virginia
(10/28/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/13/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/1/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/27/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/1/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE PERSONAL WEALTH COACH

THE PERSONAL WEALTH COACH | THE WEALTH COACH, LLC

CRD#: 144588 / SEC#: 801-68174

RIA

Registered Investment Advisory firm - (7/27/2007 Approved)

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Contact information

Main Address

918 North Main Street, Salado, TX 76571

Mailing Address

P.o. Box 1029, Salado, TX 76571-1029

Phone number

(254) 947-1111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE PERSONAL WEALTH COACH® BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	823
AUM (Assets Under Management)	$ 200,409,267

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jacob A. Mcclure

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Aaron Mcclure's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

THE PERSONAL WEALTH COACH

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2004

Series 63

Date: 12/1/2003

Series 7

Date: 9/27/2005

Series 6

Date: 12/1/2003

Current Firm

THE PERSONAL WEALTH COACH

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE PERSONAL WEALTH COACH

TRUST BUT VERIFY

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