Jacob McClure has been Managing Member of The Wealth Coach since November 2025, is a control person of the firm and directly owns between 10% and 25% of it.
The Wealth Coach, LLC is a Salado, TX firm with $220M under management, 233 clients and 2 advisers in one office, as of its February 2026 filing.
Jake McClure is advising member and Chief Compliance Officer of The Personal Wealth Coach. He has been working with his father and partner, Jeff, in the firm since January of 1991, working his way up from file clerk to planning and research assistant, to IT Director, and now as a full partner.
Jacob McClure’s longest registration is the current one, 19 years at The Wealth Coach since 2007. Before joining The Wealth Coach in 2007, Jacob McClure was registered through Next Financial Group, Inc. and Intersecurities, Inc.
- The Personal Wealth CoachCurrent– present · 19 yearsSalado, TX · Adviser representative · Firm CRD 144588
- Next Financial Group, Inc.– · 4 yearsSalado, TX · Adviser representative · Firm CRD 46214
- Intersecurities, Inc.– · 1 yearSalado, TX · Adviser representative · Firm CRD 16164
Professional designations
Listed by The Wealth Coach
- CIMA®
Investment adviser representative registrations
Jacob McClure is registered as an investment adviser representative in 4 states. The first approvals date from August 2007; the most recent is Florida, in October 2019.
- FloridaSince 16 October 2019
- LouisianaSince 28 October 2013
- TexasSince 13 August 2007
- VirginiaSince 28 October 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 27 September 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 13 December 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 December 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 December 2003 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jacob Aaron McClure
- CRD
- 2740184
- Firm
- The Wealth Coach · CRD 144588
- Role
- Managing Member
- Office
- 918 NORTH MAIN STREET, Salado, TX 76571
- Registration
- Investment adviser registration
- In the industry since
- April 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tpwc.com
Where does Jacob McClure work?
Jacob McClure has been Managing Member of The Wealth Coach, LLC since November 2025, and is a control person of the firm.
Is Jacob McClure a financial advisor?
Yes. Jacob McClure has a current investment-adviser registration in Florida, Louisiana, Texas and Virginia, through The Wealth Coach since August 2007.
How many years of experience does Jacob McClure have?
Jacob McClure has 21 years in the financial industry, since April 2005, across 3 adviser firms.
What exams has Jacob McClure passed?
Jacob McClure has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in December 2003.
Where did Jacob McClure work before The Wealth Coach?
Before The Wealth Coach, Jacob McClure was registered through Intersecurities, Inc., April 2005 to November 2006.
Where is Jacob McClure based?
Jacob McClure’s registered office is in Salado, TX.
Is Jacob McClure registered with FINRA?
No. Jacob McClure has no current broker registration.
How can I verify Jacob McClure’s record?
Search CRD 2740184 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob McClure’s full registration record.
Calli JochumChief Compliance Officer- Jeffrey McClureEmeritus Member
- Deaone PrallBusiness Manager