AdFi
JT

Jeffrey Thomas McClean

Investment Adviser Representative at SOLIDARITY WEALTH, LLC

Lehi, UTCRD #6986069Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Utah
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/30/2018
Series 7
General Securities Representative Examination
Passed 3/18/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/19/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Account minimum: $5,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Solidarity Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SOLIDARITY CAPITAL MANAGEMENT, LLCCurrent
2/15/2023Lehi, UT
SOLIDARITY WEALTH, LLCCurrent
10/22/2021Lehi, UT
WELLS FARGO CLEARING SERVICES, LLC
10/1/201811/1/2021Salt Lake City, UT

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SOLIDARITY WEALTH, LLC

7 other advisors in the directory

View SOLIDARITY WEALTH, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Thomas McClean has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jeffrey Thomas McClean - Financial Advisor in Lehi, UT | AdvisorFinder