Brian Edward Mcclelland

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2001 → Present
  Mcclelland Samuel & Fehnel, Llp
  Beaumont, TX
• 09/2003 → Present
  J.W. Cole Financial, Inc.
  Beaumont, TX
• 11/2011 → Present
  Jonathan Roberts Advisory Group, Inc.
  Tampa, FL

Previous Registrations

• 2002-09-25 → 2002-11-20
  Msf Financial Advisors, L.L.P.
  Beaumont, TX

Other Businesses

1. MCCLELLAND SAMUEL FEHNEL & BUSCH LLP BEAUMONT, TX NON INVESTMENT RELATED CPA FIRM PARTNER 35 HOURS PER WEEK 2. DBA: MSF FINANCIAL ADVISORS; INVESTMENT RELATED; ADDRESS SAME AS BRANCH; 3. BF Properties; non investment related; 4335 Laurel Beaumont Tx 77707; Partner; office rental space; Start date 7/31/2021; 1 hour per month during trading

Exams

• S66 Uniform Combined State Law Examination
  2002-09-04