Jeffrey Bodeau Mcpherson
CFP®Professional Summary
Jeffrey Bodeau Mcpherson, CFP®, who also goes by Jeffrey Mcpherson, is a registered financial advisor currently at IM WEALTH located in Ada, Michigan. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jeffrey has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeffrey Mcpherson
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Videos & Posts
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Contact Information
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WEALTHCARE CAPITAL MANAGEMENT LLC
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Disclosures on record.
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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
IM WEALTH | IM WEALTH, LLC
Contact Information
Main Address
496 Ada Dr. Se Suite 201, Ada, MI 49301Phone Number
(616) 727-8828# of Employees
2Documents
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WEALTHCARE CAPITAL MANAGEMENT LLC
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.
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State Registrations and Notice Filings
(7/15/2026)
(7/15/2026)
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.
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WEALTHCARE CAPITAL MANAGEMENT LLC
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Bodeau Mcpherson's CRS (Customer Relationship Summary).
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WEALTHCARE CAPITAL MANAGEMENT LLC
