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Jeff McClure Location
Indianapolis, IN, US
Jeff McClure Work
Director of Business Development @ (June 2026 - Present)
Fiduciary Advisor @ (January 2025 - June 2026)
Senior Regional Director @ (October 2011 - September 2023)
Regional Sales Director @ (January 2009 - October 2011)
Regional Vice President @ Wachovia - Evergreen Investments (September 2007 - January 2010)
Regional Sales Director @ (July 2005 - September 2007)
Regional Sales Consultant @ (July 2004 - July 2005)
Financial Advisor @ (September 2001 - July 2004)
Registered Representative @ (December 1997 - September 2001)
Jeff McClure Education
ITT Technical Institute
Architectural Drafting
1990-1990
Jeff McClure Skills
Mutual Funds
Separately Managed Accounts
Series 7
Series 65
Wholesale
Retirement Planning
Asset Management
Customer Service
Portfolio Management
Wealth Management
Fixed Annuities
Customer Relations
Alternative Investments
Investment Advisory
Investment Management
Sales
Financial Analysis
FINRA
Asset Allocation
ETFs
Asset Managment
Investments
Wholesaling
Advisory
Separately Managed
Jeff McClure Summary
Jeff McClure, based in Indianapolis, IN, US, is currently a Director of Business Development at Proteus, LLC. Jeff McClure brings experience from previous roles at Trajan Wealth LLC, Virtus Investment Partners, Wells Fargo Funds Distributor, LLC and Wachovia - Evergreen Investments. Jeff McClure holds a 1990 - 1990 Architectural Drafting @ ITT Technical Institute. With a robust skill set that includes Mutual Funds, Separately Managed Accounts, Series 7, Series 65, Wholesale and more. Jeff McClure has 3 emails and 1 mobile phone numbers on RocketReach.
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