Jacob Aaron Mcclure
CIMA®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jake Aaron Mcclure
Similar Advisors
AIMCDONNAUGH & CO. INC.
AMERIPRISE FINANCIAL SERVICES, LLC
INSPIRE ADVISORS, LLC
ARGUS INVESTORS' COUNSEL, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AIMCDONNAUGH & CO. INC.
AMERIPRISE FINANCIAL SERVICES, LLC
INSPIRE ADVISORS, LLC
ARGUS INVESTORS' COUNSEL, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AIMCDONNAUGH & CO. INC.
AMERIPRISE FINANCIAL SERVICES, LLC
INSPIRE ADVISORS, LLC
ARGUS INVESTORS' COUNSEL, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
AIMCDONNAUGH & CO. INC.
AMERIPRISE FINANCIAL SERVICES, LLC
INSPIRE ADVISORS, LLC
ARGUS INVESTORS' COUNSEL, INC.
Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
Similar Advisors
AIMCDONNAUGH & CO. INC.
AMERIPRISE FINANCIAL SERVICES, LLC
INSPIRE ADVISORS, LLC
ARGUS INVESTORS' COUNSEL, INC.
Current Firm
THE PERSONAL WEALTH COACH | THE WEALTH COACH, LLC
Contact Information
Main Address
918 North Main Street, Salado, TX 76571Mailing Address
P.o. Box 1029, Salado, TX 76571-1029Phone Number
(254) 947-1111# of Employees
3SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
883AUM (Assets Under Management)
$219,592,454Similar Advisors
AIMCDONNAUGH & CO. INC.
AMERIPRISE FINANCIAL SERVICES, LLC
INSPIRE ADVISORS, LLC
ARGUS INVESTORS' COUNSEL, INC.
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.
Similar Advisors
AIMCDONNAUGH & CO. INC.
AMERIPRISE FINANCIAL SERVICES, LLC
INSPIRE ADVISORS, LLC
ARGUS INVESTORS' COUNSEL, INC.
Primary Firm SEC Registration
THE PERSONAL WEALTH COACH | THE WEALTH COACH, LLC
State Registrations and Notice Filings
(10/16/2019)
(10/28/2013)
(8/13/2007)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2003About the Series 6 examSimilar Advisors
AIMCDONNAUGH & CO. INC.
AMERIPRISE FINANCIAL SERVICES, LLC
INSPIRE ADVISORS, LLC
ARGUS INVESTORS' COUNSEL, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Aaron Mcclure's CRS (Customer Relationship Summary).
Similar Advisors
AIMCDONNAUGH & CO. INC.
AMERIPRISE FINANCIAL SERVICES, LLC
INSPIRE ADVISORS, LLC
ARGUS INVESTORS' COUNSEL, INC.
