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Jay Copeland Mclennan

KILDARE PARTNERS US, LLC·WESTLAKE, Texas
Clean record5 years registeredKILDARE PARTNERS US, LLC
7 VILLAGE CIRCLE, WESTLAKE, TX 76262CRD# 2997989Firm CRD# 167984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay Copeland Mclennan · WESTLAKE, TX
Registration
CRD #2997989 · KILDARE PARTNERS US, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: KILDARE PARTNERS US, LLC
IRON POINT PARTNERS, LLC
Feb 2021 – Jan 2023
Dallas, TX
02

Registrations & Exams

Registration record
First registered · February 16, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KILDARE PARTNERS US, LLC
CRD 167984 · SEC 801-78481
AUM
$1.9B
Regulatory assets under management
Employees
35
10 client accounts
Services offered by KILDARE PARTNERS US, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at KILDARE PARTNERS US, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jay Copeland Mclennan offer?
Jay Copeland Mclennan specializes in Retirement Planning.
What are Jay Copeland Mclennan's credentials?
Jay Copeland Mclennan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Copeland Mclennan located?
Jay Copeland Mclennan is based in WESTLAKE, Texas, last registered with KILDARE PARTNERS US, LLC.
How does Jay Copeland Mclennan charge for services?
Jay Copeland Mclennan's firm is compensated through percentage of aum, performance-based fees, other: misc. services in exchange for fees, as described in gov. docs.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KILDARE PARTNERS US, LLC?
KILDARE PARTNERS US, LLC has approximately 35 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KILDARE PARTNERS US, LLC

Paul S Patel
WESTLAKE, TX

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