Unclaimed Profile

Jeffrey Lee Mcclarren

MCCLARREN FINANCIAL ADVISORS, INC.·STATE COLLEGE, Pennsylvania

Clean record10 years registeredMCCLARREN FINANCIAL ADVISORS, INC.

1364 SOUTH ATHERTON STREET, STATE COLLEGE, PA 16801CRD# 3213838Firm CRD# 122147

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Lee Mcclarren · STATE COLLEGE, PA

Registration

CRD #3213838 · MCCLARREN FINANCIAL ADVISORS, INC. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCCLARREN FINANCIAL ADVISORS, INC.

MCCLARREN FINANCIAL ADVISORS

Aug 2016 – Dec 2025

STATE COLLEGE, PA

Registrations & Exams

Registration record

First registered · August 3, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCCLARREN FINANCIAL ADVISORS, INC.

CRD 122147 · SEC 801-119274

AUM

$342M

Regulatory assets under management

Employees

2,005 client accounts

Services offered by MCCLARREN FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MCCLARREN FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Lee Mcclarren offer?

Jeffrey Lee Mcclarren specializes in Financial Planning, Investment Management.

What are Jeffrey Lee Mcclarren's credentials?

Jeffrey Lee Mcclarren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Lee Mcclarren located?

Jeffrey Lee Mcclarren is based in STATE COLLEGE, Pennsylvania, last registered with MCCLARREN FINANCIAL ADVISORS, INC..

How does Jeffrey Lee Mcclarren charge for services?

Jeffrey Lee Mcclarren's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCCLARREN FINANCIAL ADVISORS, INC.?

MCCLARREN FINANCIAL ADVISORS, INC. has approximately 9 employees and manages $342M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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