Jeffrey McHale has been an investment adviser representative at Wealth Effects since June 2024, and is not listed among the firm’s executive officers or direct owners.
Wealth Effects LLC is a Boston, MA firm with $472M under management, 602 clients and 9 advisers across 11 offices, as of its February 2026 filing.
Jeffrey McHale’s longest registration was 7 years at Coburn & Meredith, Inc. (2008–2015). Before joining Wealth Effects in 2024, Jeffrey McHale was registered through Ameriprise Financial Services, LLC and Coburn & Meredith, Inc.
- Ameriprise Financial Services, LLC– · 6 yearsHingham, MA · Adviser representative · Firm CRD 6363
- Coburn & Meredith, Inc.– · 7 yearsBoston, MA · Adviser representative · Firm CRD 164
- Merrill Lynch Pierce Fenner & Smith Inc.– · 3 yearsRockland , MA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Jeffrey McHale is registered as an investment adviser representative in Massachusetts, since June 2024.
- MassachusettsSince 11 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 7 November 2007 |
| Series 7 | General Securities Representative Examination | 4 August 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 31 January 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 December 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jeffrey Stephen McHale
- CRD
- 2998580
- Firm
- Wealth Effects · CRD 315244
- Office
- Pembroke, MA
- Registration
- Investment adviser registration
- In the industry since
- February 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey McHale work?
Jeffrey McHale is an investment adviser representative registered through Wealth Effects LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey McHale a financial advisor?
Yes. Jeffrey McHale has a current investment-adviser registration in Massachusetts, through Wealth Effects since June 2024.
How many years of experience does Jeffrey McHale have?
Jeffrey McHale has 25 years in the financial industry, since February 2001, across 4 adviser firms.
What exams has Jeffrey McHale passed?
Jeffrey McHale has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in December 1997. FINRA credited Jeffrey McHale with the SIE, which began in October 2018.
Where did Jeffrey McHale work before Wealth Effects?
Before Wealth Effects, Jeffrey McHale was registered through Ameriprise Financial Services, LLC, February 2015 to October 2021; Coburn & Meredith, Inc., February 2008 to March 2015; Merrill Lynch Pierce Fenner & Smith Inc., February 2001 to November 2004.
Where is Jeffrey McHale based?
Jeffrey McHale’s registered office is in Pembroke, MA.
Is Jeffrey McHale registered with FINRA?
No. Jeffrey McHale has no current broker registration.
How can I verify Jeffrey McHale’s record?
Search CRD 2998580 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey McHale’s full registration record.