Jeffrey Thomas Mcclean
Professional Summary
Jeffrey Thomas Mcclean, who also goes by Jeffrey Mcclean, is a registered financial advisor currently at SOLIDARITY WEALTH, LLC located in Lehi, Utah and SOLIDARITY CAPITAL MANAGEMENT, LLC located in Lehi, Utah. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jeffrey has worked at 3 firms and has passed the Series 66, Series 7TO, 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 Mcclean
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
SOLIDARITY WEALTH, LLC
Contact Information
Main Address
3600 N Outlet Parkway Suite 200, Lehi, UT 84048Phone Number
(385) 374-1665# of Employees
12SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,019AUM (Assets Under Management)
$704,156,344Similar Advisors
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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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Primary Firm SEC Registration
SOLIDARITY WEALTH, LLC
State Registrations and Notice Filings
(10/22/2021)
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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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Thomas Mcclean's CRS (Customer Relationship Summary).
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