Jeffrey M. Mcclure

PROTEUS

INDIANAPOLIS, IN 46240

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CRD#: 3064148

Professional summary

Jeffrey Michael Mcclure is a registered financial advisor currently at PROTEUS, LLC located in Indianapolis, Indiana.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jeffrey has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael 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®

None

Experience

Current

July 16, 2026 - Present

PROTEUS, LLC

Office #1: 510 E. 96th Street Suite 400, Indianapolis, IN 46240

RIA

CRD#: 164085

INDIANAPOLIS, IN

Past

January 7, 2025 - June 29, 2026

TRAJAN WEALTH, L.L.C.

RIA

CRD#: 158847

Fortville, IN

Past

November 14, 2011 - October 4, 2023

VIRTUS INVESTMENT ADVISERS, LLC

RIA

CRD#: 106982

FORTVILLE, IN

Past

November 10, 2011 - October 4, 2023

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

Past

January 4, 2010 - October 10, 2011

ALLSPRING FUNDS MANAGEMENT, LLC

RIA

CRD#: 110841

SAN FRANCISCO, CA

Past

January 4, 2010 - October 10, 2011

ALLSPRING FUNDS DISTRIBUTOR, LLC

CRD#: 133366

CHARLOTTE, NC

Past

May 15, 2009 - January 4, 2010

EVERGREEN INVESTMENT MANAGEMENT CO

RIA

CRD#: 104594

BOSTON, MA

Past

September 24, 2007 - January 4, 2010

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

Past

May 9, 2005 - September 5, 2007

BOFA ADVISORS, LLC

RIA

CRD#: 107900

FORTVILLE, IN

Past

July 27, 2004 - September 5, 2007

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

September 24, 2002 - August 13, 2004

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

November 16, 2001 - September 6, 2002

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

October 20, 1998 - October 15, 2001

AMERICAN GENERAL EQUITY SERVICES CORPORATION

CRD#: 5435

HOUSTON, 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".

PROTEUS, LLC

CRD#: 164085 / SEC#: 801-121224

RIA

Registered Investment Advisory firm - (5/17/2021 Approved)

Connecticut

Registered Investment Advisory firm - (6/24/2021 Terminated)

Indiana

Registered Investment Advisory firm - (6/29/2021 Terminated)

Massachusetts

Registered Investment Advisory firm - (6/23/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Indiana
(7/16/2026)

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 66

Date: 5/6/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/12/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/13/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/12/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PROTEUS, LLC

CRD#: 164085 / SEC#: 801-121224

RIA

Registered Investment Advisory firm - (5/17/2021 Approved)

Connecticut

Registered Investment Advisory firm - (6/24/2021 Terminated)

Indiana

Registered Investment Advisory firm - (6/29/2021 Terminated)

Massachusetts

Registered Investment Advisory firm - (6/23/2021 Terminated)

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Contact information

Main Address

900 E. 96th Street Suite 310, Indianapolis, IN 46240

Mailing Address

Phone number

(317) 653-2756

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROTEUS LLC PART 2A NOVEMBER 2025 (11/19/2025)

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 217,614,958

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

Jeffrey M. Mcclure

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael Mcclure's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRAJAN WEALTH, L.L.C.

VIRTUS INVESTMENT ADVISERS, LLC

VP DISTRIBUTORS LLC

ALLSPRING FUNDS MANAGEMENT, LLC

ALLSPRING FUNDS DISTRIBUTOR, LLC

EVERGREEN INVESTMENT MANAGEMENT CO

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

BOFA ADVISORS, LLC

BOFA DISTRIBUTORS, INC.

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

AMERICAN GENERAL EQUITY SERVICES CORPORATION

Primary Firm SEC Registration

PROTEUS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/6/2005

Series 63

Date: 10/12/1998

SIE

Date: 10/1/2018

Series 7

Date: 3/13/2000

Series 6

Date: 10/12/1998

Current Firm

PROTEUS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROTEUS, LLC

TRUST BUT VERIFY

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