Jeffrey B. Mcpherson

IM WEALTH

ADA, MI 49301

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CRD#: 6015964

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

Always Fiduciary

Aliases

Jeffrey Mcpherson

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. Fixed insurance sales; as of 11/11/2021; 3% time spent during business hours; Conducted at branch location; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Bodeau Mcpherson'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^®

Certified Financial Planner

Experience

Current

July 15, 2026 - Present

IM WEALTH

Office #1: 496 Ada Dr. Se Suite 201, Ada, MI 49301

RIA

CRD#: 338459

ADA, MI

Past

December 10, 2021 - August 6, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Ada, MI

Past

December 10, 2021 - December 1, 2023

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Grand Rapids, MI

Past

June 20, 2012 - December 14, 2021

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Grand Rapids, MI

Past

March 5, 2012 - December 14, 2021

MML INVESTORS SERVICES, LLC

CRD#: 10409

Grand Rapids, MI

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

Michigan
(7/15/2026)

IAR

Nevada
(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

State Security Law Exam

IAR

Series 66

Date: 5/25/2012

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: 3/2/2012

General Securities Representative Examination

Current Firm

IM WEALTH

IM WEALTH | IM WEALTH, LLC

CRD#: 338459 / SEC#:

Michigan

Registered Investment Advisory firm - (3/3/2026 Approved)

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Contact information

Main Address

496 Ada Dr. Se Suite 201, Ada, MI 49301

Mailing Address

Phone number

(616) 727-8828

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 B. Mcpherson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Bodeau Mcpherson's CRS (Customer Relationship Summary).

Certified licenses

Experience

IM WEALTH

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/25/2012

SIE

Date: 10/1/2018

Series 7

Date: 3/2/2012

Current Firm

IM WEALTH

Contact information

Documents

Red Flags

Company Information

IM WEALTH

TRUST BUT VERIFY

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