Jonathan
Mcclelland
Sizemore Capital Management, LLC
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About this Advisor
Jonathan Mcclelland is a financial advisor based in Austin, Texas, working with Sizemore Capital Management, LLC. Jonathan has previously held positions at Pepperdine University, Anything But Salads, Lizzy's All Natural, Axa Advisors, LLC, Bag Securities LLC, and Sizemore Capital Management LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Jonathan is part of Sizemore Capital Management, LLC, which operates out of Austin, Texas. The firm has 2 offices and 6 employees. The firm manages assets totaling $111.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Sizemore Capital Management, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
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Fee Structure
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Sizemore Capital Management, LLC Brokerage Details
$111,836,474
6
686
$163,027
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jonathan Mcclelland Work History
Sizemore Capital Management LLC
Bag Securities LLC
Pepperdine University
Axa Advisors, LLC
Anything But Salads
Lizzy'S All Natural
Pepperdine University
Disclosures
Please visit the SEC profile of Jonathan Mcclelland 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 Sizemore Capital Management, LLC
Austin, TX
Houston, TX
Lima,
San Isidro,
San Isidro,
Kennedale, TX
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