Jeffrey McLoud (CRD# 5663994) is an Investment Advisor Representative working at Mcloud Advisory Services LLC in Shawnee, OK and has over 14 years of experience in the finance industry.
CRD# 4976624
Edward Jones
CRD# 4820299
Edward Jones
CRD# 2169050
Concorde Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Us Health Advisors | Oklahoma City, OK | Jan 2024 - Current | < 1 |
| Mcloud Advisory Services LLC | Shawnee, OK | Aug 2020 - Current | 3 |
| Mcloud Insurance Services LLC | Shawnee, OK | Aug 2020 - Current | 3 |
| Mcloud Investment Management LLC | Shawnee, OK | Jun 2016 - Current | 7 |
| Securities America Inc. | Oklahoma City, OK | May 2015 - Jul 2020 | 5 |
| Securities America Advisors | Oklahoma City, OK | May 2015 - Jul 2020 | 5 |
| Bank Of America, N.a. | Oklahoma City, OK | Oct 2012 - May 2015 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | Oklahoma City, OK | May 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2009 |
- OK
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$280,000
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
OK, TX
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