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Jeffrey Milton Mcclure

ASSUREDPARTNERS INVESTMENT ADVISORS, LLC·LAKE MARY, Florida
SIE, Series 7, Series 24, Series 63, Series 99TOClean recordASSUREDPARTNERS INVESTMENT ADVISORS, LLC
200 COLONIAL CENTER PARKWAY, LAKE MARY, FL 32746CRD# 2978898Firm CRD# 309550

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Milton Mcclure · LAKE MARY, FL
Registration
CRD #2978898 · ASSUREDPARTNERS INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ASSUREDPARTNERS INVESTMENT ADVISORS, LLC
CRD 309550 · SEC 801-117771
AUM
$179M
Regulatory assets under management
Employees
23
601 client accounts
Services offered by ASSUREDPARTNERS INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ASSUREDPARTNERS INVESTMENT ADVISORS, LLC →
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Frequently Asked Questions

What services does Jeffrey Milton Mcclure offer?
Jeffrey Milton Mcclure specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Jeffrey Milton Mcclure's credentials?
Jeffrey Milton Mcclure is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Milton Mcclure located?
Jeffrey Milton Mcclure is based in LAKE MARY, Florida, working with ASSUREDPARTNERS INVESTMENT ADVISORS, LLC. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does Jeffrey Milton Mcclure charge for services?
Jeffrey Milton Mcclure's firm is compensated through percentage of aum, hourly charges, subscription fees, other: compensation related to referrals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSUREDPARTNERS INVESTMENT ADVISORS, LLC?
ASSUREDPARTNERS INVESTMENT ADVISORS, LLC has approximately 23 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSUREDPARTNERS INVESTMENT ADVISORS, LLC

Justin P. Callaham
TAMPA, FL
Arthur Floyd Hazen
TAMPA, FL

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Research
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