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Jeffrey Michael Mcclure

PROTEUS
INDIANAPOLIS, IN
·CRD# 3064148·28 years experience

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

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

PROTEUS, LLC·CRD# 164085
RIA
510 E. 96th Street Suite 400, Indianapolis, IN 46240
July 16, 2026 - Present
TRAJAN WEALTH, L.L.C.·CRD# 158847
RIA
Fortville, IN
January 7, 2025 - June 29, 2026
VIRTUS INVESTMENT ADVISERS, LLC·CRD# 106982
RIA
Fortville, IN
November 14, 2011 - October 4, 2023
VP DISTRIBUTORS, LLC·CRD# 3036
BD
Hartford, CT
November 10, 2011 - October 4, 2023
ALLSPRING FUNDS MANAGEMENT, LLC·CRD# 110841
RIA
San Francisco, CA
January 4, 2010 - October 10, 2011
ALLSPRING FUNDS DISTRIBUTOR, LLC·CRD# 133366
BD
Charlotte, NC
January 4, 2010 - October 10, 2011
EVERGREEN INVESTMENT MANAGEMENT CO·CRD# 104594
RIA
Boston, MA
May 15, 2009 - January 4, 2010
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.·CRD# 487
BD
Charlotte, NC
September 24, 2007 - January 4, 2010
BOFA ADVISORS, LLC·CRD# 107900
RIA
Fortville, IN
May 9, 2005 - September 5, 2007
BOFA DISTRIBUTORS, INC.·CRD# 30683
BD
Boston, MA
July 27, 2004 - September 5, 2007
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
El Segundo, CA
September 24, 2002 - August 13, 2004
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
El Segundo, CA
November 16, 2001 - September 6, 2002
AMERICAN GENERAL EQUITY SERVICES CORPORATION·CRD# 5435
BD
Houston, TX
October 20, 1998 - October 15, 2001

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Current Firm

PL
PROTEUS, LLC

PROTEUS, LLC

CRD#: 164085 / SEC#: 801-121224
RIA
Registered Investment Advisory firm - SEC (5/17/2021 Approved)
Connecticut
Registered Investment Advisory firm - Connecticut (6/24/2021 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (6/29/2021 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (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).

Contact Information

Main Address

510 E. 96th Street Suite 400, Indianapolis, IN 46240

Phone Number

(317) 653-2756

# of Employees

15

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PROTEUS LLC PART 2A MARCH 2026 (3/29/2026)

Regulatory Assets Under Management

Total Number of Accounts

29

AUM (Assets Under Management)

$259,790,771

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

SPEED N SHINE, 1360 E BROADWAY STREET STE C, FORTVILLE IN 46040; BUSINESS IS NOT INVESTMENT RELATED; NATURE OF BUSINESS: DETAILING, PAINT CORRECTION, PAINT PROTECTION FILM & CERAMIC COATING; POSITION: CO-OWNER; START DATE: 7/15/20; 8 HRS/MONTH DEVOTED TO BUSINESS; 0 HRS DEVOTED TO OTHER BUSINESS DURING SECURITIES HOURS; DUTIES: PRIMARY INVESTOR IN THE BUSINESS FOR MY SON TO RUN IT.

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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".
PL
PROTEUS, LLC

PROTEUS, LLC

CRD#: 164085 / SEC#: 801-121224
RIA
Registered Investment Advisory firm - SEC (5/17/2021 Approved)
Connecticut
Registered Investment Advisory firm - Connecticut (6/24/2021 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (6/29/2021 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2005About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2000About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1998About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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