Jeffrey Mcclellan is a registered investment advisor, based in Rosenberg, TX, with 8 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
830 3rd Street, Ste 214, Rosenberg, TX, 77471
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Regulatory History (2)
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Financial
July 2020Final
Financial
January 2019Pending
Other 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
September 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
February 2020 - September 2025 · 5 yrs 7 mos
Avantax Investment Services, INC.Broker
December 2019 - September 2025 · 5 yrs 9 mos
A I M Distributors, INC.Broker
August 1992 - December 1993 · 1 yr 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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