Jeffrey
Mcclarren
Mcclarren Financial Advisors
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About this Advisor
Jeffrey Mcclarren is a certified financial planner working out of State College, Pennsylvania with 7 years of relevant experience. Mcclarren is currently employed by Mcclarren Financial Advisors. They have been employed by Mcclarren Financial Advisors for their whole career. Mcclarren can serve investors in Pennsylvania and Texas. Mcclarren Financial Advisors is a registered investment firm based in State College, PA. The firm has a total of seven financial advisors. It has $278 million in assets between its 1,082 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,082 client accounts, 37% belong to high-net-worth investors who have greater than $1 million in investable assets. Mcclarren Financial Advisors offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees billed by Mcclarren Financial Advisors can be comprised of some blend of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mcclarren Financial Advisors Brokerage Details
$278,111,765
7
1,082
$257,035
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Mcclarren Work History
Jeffrey has been registered as a financial advisor for 7 years.*
Mcclarren Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Mcclarren to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mcclarren Financial Advisors
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
