Jeffrey Mcloud
Jeffrey Mcloud is a registered investment advisor at Mcloud Advisory Services LLC, based in Ada, OK, with 15 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 25 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
McLoud Advisory Services does not directly manage investments. Instead, they refer you to third-party managers who will manage your investments. The fees you pay will vary depending on the manager you choose. McLoud Advisory Services receives a portion of the fee you pay to the third-party manager. You may also incur additional charges such as mutual fund sales loads or retirement plan fees.
Location
Ada, OK
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Regulatory History (1)
Financial
July 2025Employment History
Current Registrations
Mcloud Advisory Services LLC
Previous Registrations
Mcloud Advisory Services LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Edward Jones
Edward JonesBroker
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.