M. McGuire has been Chief Information Security Officer of McGuire Capital Advisors since April 2023, is not listed as a control person, but directly owns under 5% of the firm. M. McGuire studied at the University of Oklahoma.
McGuire Capital Advisors, Inc. is a Bethany, OK firm with $202M under management, 1,440 clients and 4 advisers in one office, as of its June 2026 filing.
Jacob McGuire is President of McGuire Capital Advisors, Inc. He began his career in financial services with McGuire Capital Management while a college student and became a Financial Advisor shortly after graduating. McGuire works with clients to monitor and re-balance their financial strategies for optimization and risk management.
M. McGuire’s longest registration is the current one, 6 years at McGuire Capital Advisors since 2020. Before joining McGuire Capital Advisors in 2020, M. McGuire was registered through Access Financial Group, Inc.
- – present · 6 yearsOklahoma City, OK · Adviser representative · Firm CRD 164549
- Access Financial Group, Inc.– · 2 yearsBethany, OK · Adviser representative · Firm CRD 290722
- – · 2 yearsOklahoma City, OK · Adviser representative · Firm CRD 164549
Investment adviser representative registrations
M. McGuire is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2020; the most recent is Texas, in June 2025.
- OklahomaSince 27 May 2020
- TexasResidentSince 11 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 May 2015 |
| Series 7 | General Securities Representative Examination | 2 April 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- M. Jacob McGuire
- CRD
- 6439182
- Firm
- McGuire Capital Advisors · CRD 164549
- Role
- Chief Information Security Officer
- Office
- Oklahoma City, OK
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcguirecap.com
Where does M. McGuire work?
M. McGuire has been Chief Information Security Officer of McGuire Capital Advisors, Inc. since April 2023.
Is M. McGuire a financial advisor?
Yes. M. McGuire has a current investment-adviser registration in Oklahoma and Texas, through McGuire Capital Advisors since May 2020.
How many years of experience does M. McGuire have?
M. McGuire has 11 years in the financial industry, since April 2015, across 2 adviser firms.
What exams has M. McGuire passed?
M. McGuire has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2015. FINRA credited M. McGuire with the SIE, which began in October 2018.
Where did M. McGuire work before McGuire Capital Advisors?
Before McGuire Capital Advisors, M. McGuire was registered through McGuire Capital Management, L.L.C., May 2015 to February 2018.
Where is M. McGuire based?
M. McGuire’s registered office is in Oklahoma City, OK.
Is M. McGuire registered with FINRA?
No. M. McGuire has no current broker registration.
How can I verify M. McGuire’s record?
Search CRD 6439182 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes M. McGuire’s full registration record.
