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JM

Jeffrey M. Mcclure

CRD#: 3064148
Some features on this profile are disabled
JM
Jeffrey Michael Mcclure

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Michael Mcclure was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1998. Jeffrey had worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

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

BD
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

BD
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.

BD
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.

BD
CRD#: 30683
BOSTON, MA
Past

September 24, 2002 - August 13, 2004

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

November 16, 2001 - September 6, 2002

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

October 20, 1998 - October 15, 2001

AMERICAN GENERAL EQUITY SERVICES CORPORATION

BD
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".
TW
TRAJAN WEALTH, L.L.C.
TRAJAN WEALTH, L.L.C. | VALLEY FINANCIAL WEALTH MANAGEMENT, L.L.C.

CRD#: 158847 / SEC#: 801-100392

RIA
Registered Investment Advisory firm - (6/29/2015 Approved)
California
Registered Investment Advisory firm - (5/25/2016 Terminated)
Colorado
Registered Investment Advisory firm - (4/28/2016 Terminated)
Texas
Registered Investment Advisory firm - (11/14/2012 Terminated)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/6/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/12/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/13/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/12/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TW
TRAJAN WEALTH, L.L.C.
TRAJAN WEALTH, L.L.C. | VALLEY FINANCIAL WEALTH MANAGEMENT, L.L.C.

CRD#: 158847 / SEC#: 801-100392

RIA
Registered Investment Advisory firm - (6/29/2015 Approved)
California
Registered Investment Advisory firm - (5/25/2016 Terminated)
Colorado
Registered Investment Advisory firm - (4/28/2016 Terminated)
Texas
Registered Investment Advisory firm - (11/14/2012 Terminated)
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Contact information

Main Address
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255
Mailing Address
Phone number
(480) 990-3300
Established
Firm type
Fiscal year end
# of Employees
140

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A (3/20/2026)

Regulatory assets under management

Total Number of Accounts18,370
AUM (Assets Under Management)$ 2,601,785,971

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.

Company Information

TRAJAN WEALTH, L.L.C.

CRD#: 158847

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