Eric Jason Mcclain

Employer firm

Approach Retirement Advisors, LLC CRD 166221

$227M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 01/2013 → Present
  Approach Retirement Advisors, Llc
  Birmingham, AL

Previous Registrations

• 2010-02-09 → 2013-08-16
  Wesban Financial Consultants, P.C.
  Birmingham, AL

Other Businesses

Other Business Name: Kairos Properties, LLC Investment Related: Yes, to invest and hold real estate. Current Address: 3928 Cypress Drive, Suite 100, Vestavia, AL 35243 Nature of other business: Kairos Properties, LLC was formed to purchase and develop real estate which McClain Lovejoy Financial Planning, LLC and Keysys Consulting, Inc. will lease and occupy. Position and title: No position. Minority member with 6.7% stake. Start Date: January 8th, 2020 Approximate hours per month: 1 hour. Approximate hours during trading hours: Zero hours. Duties: no duties.

Designations

• Certified Financial Planner