Jacob A. Mcclure
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Aaron Mcclure's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 13, 2007 - Present
THE PERSONAL WEALTH COACH
Office #1: 918 North Main Street, Salado, TX 76571October 26, 2006 - August 5, 2011
NEXT FINANCIAL GROUP, INC.
October 26, 2006 - January 2, 2013
NEXT FINANCIAL GROUP, INC.
April 26, 2005 - November 1, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
December 2, 2003 - November 1, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
Primary Firm SEC Registration
THE PERSONAL WEALTH COACH
CRD#: 144588 / SEC#: 801-68174
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/16/2019)
(10/28/2013)
(8/13/2007)
(10/28/2013)
Exams
Current Firm
THE PERSONAL WEALTH COACH
CRD#: 144588 / SEC#: 801-68174
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 833 |
| AUM (Assets Under Management) | $ 217,274,663 |
Red Flags
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