Cam McClellan has been an investment adviser representative at Jacobs Equity since February 2023, and is not listed among the firm’s executive officers or direct owners.
Jacobs Equity is a Draper, UT firm with $133M under management, 141 clients and 3 advisers across 3 offices, as of its April 2026 filing.
Cam McClellan’s longest registration was 11 years at Ailsa Capital, Inc. (2011–2023). Before joining Jacobs Equity in 2023, Cam McClellan was registered through Ailsa Capital, Inc. and Omni Investment Advisors Inc.
- Ailsa Capital, Inc.– · 11 yearsDraper, UT · Adviser representative · Firm CRD 136463
- Omni Investment Advisors Inc– · under a yearDraper, UT · Adviser representative · Firm CRD 110364
- Foothill Securities, Inc.– · under a yearCalistoga, CA · Adviser representative · Firm CRD 1027
Investment adviser representative registrations
Cam McClellan is registered as an investment adviser representative in 3 states. The first approvals date from February 2023; the most recent is Texas, in July 2024.
- CaliforniaSince 19 February 2023
- TexasSince 25 July 2024
- UtahSince 21 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 December 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 November 2007 |
| Series 7 | General Securities Representative Examination | 1 October 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cam Taggart McClellan
- CRD
- 5419803
- Firm
- Jacobs Equity · CRD 147725
- Registration
- Investment adviser registration
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Cam McClellan work?
Cam McClellan is an investment adviser representative registered through Jacobs Equity since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is Cam McClellan a financial advisor?
Yes. Cam McClellan has a current investment-adviser registration in California, Texas and Utah, through Jacobs Equity since February 2023.
How many years of experience does Cam McClellan have?
Cam McClellan has 16 years in the financial industry, since July 2010, across 4 adviser firms.
What exams has Cam McClellan passed?
Cam McClellan has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 2007.
Where did Cam McClellan work before Jacobs Equity?
Before Jacobs Equity, Cam McClellan was registered through Omni Investment Advisors Inc, April 2011 to June 2011; Foothill Securities, Inc., December 2007 to October 2008.
Is Cam McClellan registered with FINRA?
No. Cam McClellan has no current broker registration.
How can I verify Cam McClellan’s record?
Search CRD 5419803 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cam McClellan’s full registration record.
