Jeffrey L. Mcclarren

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CRD#: 3213838

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 Lee Mcclarren, CFP® was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2016. Jeffrey had worked at 1 firm .

Core Areas of Focus

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Socially Responsible Investments

Tax Planning

Biography

Our goal is to form long-term, fiduciary relationships with our clients in order to create, implement and manage holistic financial plans on a continuning, proactive basis.  We integrate investment, tax, retirement, estate, insurance and cash flow planning to help clients organize their finances and create a sound plan for their future.

Question & Answer

What are your service offerings?

Tax Planning

Comprehensive Financial Planni...

Investment Planning

Retirement Planning

What is your minimum asset requirement?

Are you a "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)

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®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Past

August 3, 2016 - December 31, 2025

MCCLARREN FINANCIAL ADVISORS

RIA

CRD#: 122147

STATE COLLEGE, PA

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".

MCCLARREN FINANCIAL ADVISORS

MCCLARREN FINANCIAL ADVISORS | MCCLARREN, JEFFREY LEE | MCCLARREN FINANCIAL ADVISORS, INC.

CRD#: 122147 / SEC#: 801-119274

RIA

Registered Investment Advisory firm - (8/10/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/14/2020 Terminated)

Texas

Registered Investment Advisory firm - (11/13/2017 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.

Visual representation of state registrations

This advisor is not registered in any state.

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

Current Firm

MCCLARREN FINANCIAL ADVISORS

MCCLARREN FINANCIAL ADVISORS | MCCLARREN, JEFFREY LEE | MCCLARREN FINANCIAL ADVISORS, INC.

CRD#: 122147 / SEC#: 801-119274

RIA

Registered Investment Advisory firm - (8/10/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/14/2020 Terminated)

Texas

Registered Investment Advisory firm - (11/13/2017 Terminated)

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Contact information

Main Address

270 Walker Drive, #200, State College, PA 16801

Mailing Address

Phone number

(814) 235-1940

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MCCLARREN FINANCIAL ADVISORS ADV PART 2A & 2B ANNUAL AMENDMENT V.02.06.26 (2/6/2026)

Regulatory assets under management

Total Number of Accounts	1,719
AUM (Assets Under Management)	$ 453,000,000

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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Jeffrey L. Mcclarren

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MCCLARREN FINANCIAL ADVISORS

Primary Firm SEC Registration

MCCLARREN FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

MCCLARREN FINANCIAL ADVISORS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCCLARREN FINANCIAL ADVISORS

TRUST BUT VERIFY

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