Jacob Aaron Mcclure
Investment adviser representative at The Personal Wealth Coach
19 yearsExperience
4 statesRegistered in
$219.6MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- The Personal Wealth CoachJul 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 4 states (FL, LA, TX, VA).
The Personal Wealth Coach
Legal name: The Wealth Coach, LLC
$219.6MAssets managed
233Clients
3Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2740184
- Firm CRD
- 144588