Jeffrey Charles Mcclellan

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2010 → Present
  Jeffrey C. Mcclellan, Cpa, Pllc
  Rosenberg, TX
• 08/2019 → 09/2025
  Avantax Investment Services, Inc.
  Rosenberg, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rosenberg, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-02-12 → 2025-09-05
  Avantax Advisory Services
  Rosenberg, TX
  Dallas, TX

Other Businesses

1) Jeffrey C. McClellan, CPA, PLLC~'NIR'~830 3rd St., Ste 205~Rosenberg~TX~77471~Accounting Services/Tax Preparation~Other~5/13/2010~130hrs~100hrs~I am the owner of the company. My primary activities are to prepare and review tax returns and facilitate the accounting for business clients. I schedule employees to meet client demand, facilitate payroll, perform market awareness and client marketing. I monitor current trends and information and pass through to clients. I schedule meetings with new clients to assess services and prepare projects to fulfill needs and wants. 2) ROSENBERG RAILROAD MUSEUM; Board Member: Non-profit board member. Oversight of the museum policies and procedures. INVESTMENT RELATED: No; 3; 0; 09/26/2022; 1921 Ave F, Rosenberg TX 77471; Attend meetings, assist in policy decisions and volunteer at museum events. This is an unpaid position. 3) NAME OF OTHER BUSINESS: ATTACK POVERTY , INVESTMENT RELATED: NO, ADDRESS: PO BOX 63, RICHMOND, TX 77406, NATURE OF BUSINESS: NON-PROFIT, START DATE: 11/2025, POSITION/TITLE/RELATIONSHIP TREASURER:, APX NUMBER OF HOURS PER WEEK: 2, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OVERSITE OF ALL FUNDS, VERIFY THE ACCURACY OF ACCOUNTS OF ALL MONEY RECEIVED AND PAID OUT;

Exams

• S66 Uniform Combined State Law Examination
  2019-12-11
• S63 Uniform Securities Agent State Law Examination
  1992-08-12

Other Names

• Jeff Mcclellan