Jeffrey L. Mcclarren
MCCLARREN FINANCIAL ADVISORS
STATE COLLEGE, PA 16801
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CRD#: 3213838
Professional summary
Jeffrey Lee Mcclarren, CFP® is a registered financial advisor currently at MCCLARREN FINANCIAL ADVISORS located in State College, Pennsylvania.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jeffrey has worked at 1 firm .
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
Do you have an area of expertise or specialization?
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Planning & Distribu...
Socially Responsible Investmen...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Lee Mcclarren's 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®
CFP®
Start date: 1999
Experience
Current
August 3, 2016 - Present
MCCLARREN FINANCIAL ADVISORS
Office #1: 270 Walker Drive, #200sw, State College, PA 16801RIA
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)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
Pennsylvania(8/3/2016)
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)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
270 Walker Drive, #200sw, State College, PA 16801
Mailing Address
Phone number
(814) 235-1940
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,487 |
| AUM (Assets Under Management) | $ 417,424,103 |
Red Flags
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Company Information
MCCLARREN FINANCIAL ADVISORS
CRD#: 122147State College, PA 16801TRUST BUT VERIFY
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