Jeffrey McClean has been Chief Compliance Officer of Solidarity Wealth since September 2021, is not listed as a control person, but directly owns under 5% of the firm. Jeffrey McClean holds a Bachelor of Science in Accounting from Brigham Young University–Idaho and a Juris Doctor from The University of Texas School of Law.
Solidarity Wealth, LLC is a Lehi, UT firm with $704M under management, 218 clients and 8 advisers in one office, as of its August 2026 filing.
Jeff McClean is CEO and Wealth Advisor of Solidarity Wealth. He co-founded the firm and advises single family offices. He also serves as Managing Partner of Solidarity Capital, an income fund managed separately by the Solidarity partners, and was previously a tax and estate planning attorney at a law firm in Houston, Texas.
Jeffrey McClean’s longest registration is the current one, 5 years at Solidarity Wealth since 2021. Before joining Solidarity Wealth in 2021, Jeffrey McClean was registered through Wells Fargo Clearing Services, LLC.
- Solidarity Capital Management, LLCAlso current– present · 3 yearsLehi, UT · Adviser representative · Firm CRD 322596
- Solidarity Wealth, LLCCurrent– present · 5 yearsLehi, UT · Adviser representative · Firm CRD 315843
- Wells Fargo Clearing Services, LLC– · 3 yearsSalt Lake City, UT · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Jeffrey McClean is registered as an investment adviser representative in Utah, since October 2021.
- UtahSince 22 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 18 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 September 2018 |
| Series 7 | General Securities Representative Examination | 19 August 2018 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Thomas McClean
- CRD
- 6986069
- Firm
- Solidarity Wealth · CRD 315843
- Role
- Chief Compliance Officer
- Office
- 3600 N OUTLET PARKWAY, SUITE 200, Lehi, UT 84048
- Registration
- Investment adviser registration
- In the industry since
- August 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- solidaritywealth.com
Where does Jeffrey McClean work?
Jeffrey McClean has been Chief Compliance Officer of Solidarity Wealth, LLC since September 2021.
Is Jeffrey McClean a financial advisor?
Yes. Jeffrey McClean has a current investment-adviser registration in Utah, through Solidarity Wealth since October 2021.
How many years of experience does Jeffrey McClean have?
Jeffrey McClean has 8 years in the financial industry, since August 2018, across 3 adviser firms.
What exams has Jeffrey McClean passed?
Jeffrey McClean has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in August 2018. FINRA credited Jeffrey McClean with the SIE, which began in October 2018.
Where is Jeffrey McClean based?
Jeffrey McClean’s registered office is in Lehi, UT.
Is Jeffrey McClean registered with FINRA?
No. Jeffrey McClean has no current broker registration.
How can I verify Jeffrey McClean’s record?
Search CRD 6986069 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey McClean’s full registration record.