M. J. Mcguire

MCGUIRE CAPITAL ADVISORS

Oklahoma City, OK

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CRD#: 6439182

Professional summary

M. Jacob Mcguire, who also goes by Michael Jacob Mcguire, Jacob Mcguire, Michael Mcguire, is a registered financial advisor currently at MCGUIRE CAPITAL ADVISORS, INC. located in Oklahoma City, Oklahoma.

M. is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. M. has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Jacob Mcguire | Jacob Mcguire | Michael Mcguire

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.

Jacob. McGuire has been licensed as an Insurance Producer in Oklahoma since 2018. He is authorized to sell life insurance policies to clients. He currently provides insurance services through McGuire Retirement Solutions, LLC in Bethany, Oklahoma. He spends approximately 5 hours per month on his insurance business, of which approximately 90% is during trading hours. The business he conducts through Retirement Solutions is investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view M. Jacob Mcguire's CRS (Customer Relationship Summary).

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

May 27, 2020 - Present

MCGUIRE CAPITAL ADVISORS, INC.

RIA

CRD#: 164549

Oklahoma City, OK

Past

November 9, 2017 - June 24, 2020

ACCESS FINANCIAL GROUP, INC.

RIA

CRD#: 290722

BETHANY, OK

Past

May 18, 2015 - February 23, 2018

MCGUIRE CAPITAL ADVISORS, INC.

RIA

CRD#: 164549

OKLAHOMA CITY, OK

Past

April 2, 2015 - March 9, 2018

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

OKLAHOMA CITY, OK

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".

MCGUIRE CAPITAL ADVISORS, INC.

HUNTER MCGUIRE CAPITAL MANAGEMENT, L.L.C. | MCGUIRE CAPITAL MANAGEMENT, L.L.C. | MCGUIRE CAPITAL ADVISORS, INC. | MCGUIRE ADVISORS

CRD#: 164549 / SEC#: 801-133863

RIA

Registered Investment Advisory firm - (7/11/2025 Approved)

Oklahoma

Registered Investment Advisory firm - (7/29/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/24/2025 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.

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
(5/27/2020)

IAR

Texas
(6/11/2025)

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: 5/5/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/2/2015

General Securities Representative Examination

Current Firm

MCGUIRE CAPITAL ADVISORS, INC.

HUNTER MCGUIRE CAPITAL MANAGEMENT, L.L.C. | MCGUIRE CAPITAL MANAGEMENT, L.L.C. | MCGUIRE CAPITAL ADVISORS, INC. | MCGUIRE ADVISORS

CRD#: 164549 / SEC#: 801-133863

RIA

Registered Investment Advisory firm - (7/11/2025 Approved)

Oklahoma

Registered Investment Advisory firm - (7/29/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/24/2025 Terminated)

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Contact information

Main Address

6632 Nw 39th Expy, Bethany, OK 73008-2760

Mailing Address

Phone number

(405) 378-2233

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A/2B - SEC (6/11/2025)

Regulatory assets under management

Total Number of Accounts	1,689
AUM (Assets Under Management)	$ 116,140,538

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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M. J. Mcguire

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view M. Jacob Mcguire's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCGUIRE CAPITAL ADVISORS, INC.

ACCESS FINANCIAL GROUP, INC.

MCGUIRE CAPITAL ADVISORS, INC.

PURSHE KAPLAN STERLING INVESTMENTS

Primary Firm SEC Registration

MCGUIRE CAPITAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/5/2015

SIE

Date: 3/9/2018

Series 7

Date: 4/2/2015

Current Firm

MCGUIRE CAPITAL ADVISORS, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCGUIRE CAPITAL ADVISORS, INC.

TRUST BUT VERIFY

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