Jeffrey McClure has been Emeritus Member of The Wealth Coach since December 2025, is a control person of the firm and directly owns between 50% and 75% 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.
Jeffrey McClure’s longest registration is the current one, 19 years at The Wealth Coach since 2007. Before joining The Wealth Coach in 2007, Jeffrey 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.– · 3 yearsSalado, TX · Adviser representative · Firm CRD 46214
- Intersecurities, Inc.– · 15 yearsSalado, TX · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
Jeffrey McClure is registered as an investment adviser representative in 3 states. The first approvals date from July 2007; the most recent are Louisiana and Virginia, in October 2013.
- LouisianaSince 28 October 2013
- TexasSince 30 July 2007
- VirginiaSince 28 October 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 51 | Municipal Fund Securities Principal Examination | 5 February 2007 |
| Series 24 | General Securities Principal Examination | 1 July 1991 |
| Series 7 | General Securities Representative Examination | 19 November 1983 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 February 1983 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 February 1983 |
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey William McClure
- CRD
- 1089802
- Firm
- The Wealth Coach · CRD 144588
- Role
- Emeritus Member
- Office
- 918 NORTH MAIN STREET, Salado, TX 76571
- Registration
- Investment adviser registration
- In the industry since
- March 1991
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey McClure work?
Jeffrey McClure has been Emeritus Member of The Wealth Coach, LLC since December 2025, and is a control person of the firm.
Is Jeffrey McClure a financial advisor?
Yes. Jeffrey McClure has a current investment-adviser registration in Louisiana, Texas and Virginia, through The Wealth Coach since July 2007.
How many years of experience does Jeffrey McClure have?
Jeffrey McClure has 35 years in the financial industry, since March 1991, across 3 adviser firms.
What exams has Jeffrey McClure passed?
Jeffrey McClure has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 24 and Series 51. The earliest, the Series 6, was passed in February 1983.
Where did Jeffrey McClure work before The Wealth Coach?
Before The Wealth Coach, Jeffrey McClure was registered through Intersecurities, Inc., April 1991 to October 2006.
Where is Jeffrey McClure based?
Jeffrey McClure’s registered office is in Salado, TX.
Is Jeffrey McClure registered with FINRA?
No. Jeffrey McClure has no current broker registration.
How can I verify Jeffrey McClure’s record?
Search CRD 1089802 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey McClure’s full registration record.
Calli JochumChief Compliance Officer
Jacob McClureManaging Member- Deaone PrallBusiness Manager