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Jeffrey William Mcclure

THE WEALTH COACH, LLC·SALADO, Texas
Series 6, Series 7, Series 24, Series 51, Series 6335 years registeredTHE WEALTH COACH, LLC
918 NORTH MAIN STREET, SALADO, TX 76571CRD# 1089802Firm CRD# 144588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey William Mcclure · SALADO, TX
Registration
CRD #1089802 · THE WEALTH COACH, LLC · 35 years registered
Brand Profile
Not yet started
01

Career History

THE PERSONAL WEALTH COACH
Jul 2007 – present
NEXT FINANCIAL GROUP, INC.
Oct 2006 – Jan 2010
SALADO, TX
INTERSECURITIES, INC.
Apr 1991 – Oct 2006
SALADO, TX
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 51
Series 63
Registration record
First registered · April 1, 1991
Years registered · 35
03

Disclosure History

2007Customer Dispute·Denied
2005Customer Dispute·Settled
2002Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
THE WEALTH COACH, LLC
CRD 144588 · SEC 801-68174
AUM
$187M
Regulatory assets under management
Employees
3
787 client accounts
Services offered by THE WEALTH COACH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE WEALTH COACH, LLC →
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05

Frequently Asked Questions

What services does Jeffrey William Mcclure offer?
Jeffrey William Mcclure specializes in Financial Planning, Investment Management. Contact their office in SALADO, Texas for a consultation.
What are Jeffrey William Mcclure's credentials?
Jeffrey William Mcclure is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey William Mcclure located?
Jeffrey William Mcclure is based in SALADO, Texas, working with THE WEALTH COACH, LLC. Their office serves clients in the SALADO metropolitan area and surrounding communities.
How does Jeffrey William Mcclure charge for services?
Jeffrey William Mcclure's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE WEALTH COACH, LLC?
THE WEALTH COACH, LLC has approximately 3 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE WEALTH COACH, LLC

Jacob Aaron Mcclure
SALADO, TX

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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