AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JD

Jake M. De Piero

MCLEAN SECURITIES
Mclean, VA 22102
Some features on this profile are disabled
CRD#: 7335839
JD

Professional summary


Jake Matthew De Piero, who also goes by Jake Matthew Depiero, is a registered financial professional currently at MCLEAN SECURITIES, LLC located in Mclean, Virginia.

Jake is registered as a RR (Registered Representative) and started their career in finance in 2021. Jake has worked at 2 firms and has passed the Series 63, Series 79TO, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jake Matthew Depiero

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Jake Matthew De Piero'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

August 27, 2025 - Present

MCLEAN SECURITIES, LLC

Office #1: 8260 Greensboro Drive Suite 350, Mclean, VA 22102
BD
CRD#: 104117
Mclean, VA
Past

May 17, 2021 - August 2, 2023

TRUIST SECURITIES, INC.

BD
CRD#: 6271
New York, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/25/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/16/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/17/2021
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MS
MCLEAN SECURITIES, LLC
MCLEAN SECURITIES, LLC | THE MCLEAN GROUP, LLC

CRD#: 104117 / SEC#: , 8-52565

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
8260 Greensboro Drive Suite 350, Mclean, VA 22102
Mailing Address
8260 Greensboro Drive Suite 350, Mclean, VA 22102
Phone number
(703) 827-0200
Established
Virginia since 10/13/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
THE MCLEAN GROUP, LLCPARENT
MARTIN, MITCHELL ZACHARYCCO4993937
SMITH, ANDREW CLIFFORDFINOP

Disclosures


Regulatory Event1

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.

Company Information


MCLEAN SECURITIES, LLC

CRD#: 104117Mclean, VA 22102

TRUST BUT VERIFY

Monitor Jake De Piero

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BETHESDA, MD
EC
Erin CainesAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
DERWOOD, MD
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics