Jeffrey Mcclellan
Jeffrey Mcclellan is a registered investment advisor at Cetera Investment Advisers LLC, based in Rosenberg, TX, with 7 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
830 3rd Street, Ste 214, Rosenberg, TX, 77471
Get directionsHistory
Regulatory History (2)
Financial
July 2020Financial
January 2019Other Business Activities
Jeffrey owns Jeffrey C. McClellan, CPA, PLLC, providing accounting services and tax preparation, taking nearly full-time. He is also a board member for the Rosenberg Railroad Museum, dedicating minimal time to meetings, policy decisions, and volunteering.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
A I M Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.