Eric Jason Mcclain
Investment adviser representative at Approach Retirement Advisors, LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$227.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Approach Retirement Advisors, LLCJan 2013 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (AL, GA, TX).
Approach Retirement Advisors, LLC
$227.5MAssets managed
144Clients
2Advisers
5 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
- 5500918
- Firm CRD
- 166221