Jeffrey E. Mcloud

MCLOUD ADVISORY SERVICES LLC

Shawnee, OK

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CRD#: 5663994

Professional summary

Jeffrey Eugene Mcloud, who also goes by Jeffrey E Mcloud, Jeffrey Mcloud, is a registered financial advisor currently at MCLOUD ADVISORY SERVICES LLC located in Shawnee, Oklahoma.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jeffrey has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey E Mcloud | Jeffrey Mcloud

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.

1) MCLOUD INSURANCE SERVICES LLC - 8/2020 TO PRESENT. NOT INVESTMENT RELATED. CREATED FOR TAX PURPOSES ONLY. 12435 COUNTR ROAD 3593 CIRCLE, ADA, OK 74820. 2) INSURANCE AGENT - 01/2024 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 12435 COUNTR ROAD 3593 CIRCLE, ADA, OK 74820.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Eugene Mcloud'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®

None

Experience

Current

July 22, 2025 - Present

MCLOUD ADVISORY SERVICES LLC

RIA

CRD#: 309660

Shawnee, OK

Past

September 11, 2020 - December 31, 2024

MCLOUD ADVISORY SERVICES LLC

RIA

CRD#: 309660

SHAWNEE, OK

Past

May 20, 2015 - July 28, 2020

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

OKLAHOMA CITY, OK

Past

May 20, 2015 - July 28, 2020

SECURITIES AMERICA, INC.

CRD#: 10205

OKLAHOMA CITY, OK

Past

May 29, 2012 - May 22, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

OKLAHOMA CITY, OK

Past

May 29, 2012 - May 22, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

OKLAHOMA CITY, OK

Past

August 5, 2009 - May 31, 2012

EDWARD JONES

RIA

CRD#: 250

HARRAH, OK

Past

July 23, 2009 - May 31, 2012

EDWARD JONES

CRD#: 250

HARRAH, OK

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

Oklahoma
(7/22/2025)

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: 8/1/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/22/2009

General Securities Representative Examination

Current Firm

MCLOUD ADVISORY SERVICES LLC

CRD#: 309660 / SEC#:

Oklahoma

Registered Investment Advisory firm - (7/22/2025 Approved)

Texas

Registered Investment Advisory firm - (12/31/2024 Failure to Renew)

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Contact information

Main Address

Ada, OK

Mailing Address

Phone number

(405) 823-9550

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 E. Mcloud

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Eugene Mcloud's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCLOUD ADVISORY SERVICES LLC

MCLOUD ADVISORY SERVICES LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 8/1/2009

SIE

Date: 10/1/2018

Series 7

Date: 7/22/2009

Current Firm

MCLOUD ADVISORY SERVICES LLC

Contact information

Documents

Red Flags

Company Information

MCLOUD ADVISORY SERVICES LLC

TRUST BUT VERIFY

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