Jeffrey Thomas Mcclean

Solidarity Capital Management, LLC

7 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Solidarity Capital Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

4 advisors

Number of Clients

1 client

Average Client Portfolio

$99.4M average

Assets Under Management

$99.4M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Location

3600 N Outlet Parkway, Suite 200, Lehi, UT, 84043

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Solidarity Capital Management, LLC

February 2023 - Present · 3 yrs

Solidarity Wealth, LLC

October 2021 - Present · 4 yrs 4 mos

Previous Registrations

Wells Fargo Clearing Services, LLC

October 2018 - November 2021 · 3 yrs 1 mo

Wells Fargo Clearing Services, LLCBroker

August 2018 - November 2021 · 3 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.