user avatar

Jeffrey Mcclure

Advisor at Trajan Wealth, L.L.C.

Updated today
Trajan Wealth, L.L.C. logo

Firm

Trajan Wealth, L.L.C.

Location

Fortville, IN

Credentials

Series 63, Series 66

Industry experience

25 years

About

Jeffrey McClure is a financial advisor at Trajan Wealth, L.L.C. with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Vp Distributors Inc and Virtus Investment Partners for 12 years. Outside of finance, he is a co-owner of a detailing and paint protection business operated by his son. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment process tailored to client objectives and documented in an investment policy statement.

Client services

Based on Trajan Wealth, L.L.C.

Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Based on Trajan Wealth, L.L.C.

Private / alternative investments Concentrated stock management Charitable giving & philanthropy

Fee options

Percentage

$0+: 0.50% to 1.50% annually Smaller account sizes or additional servicing+: 1.50% to 2.00% annually

Performance-based

Management fee up to 2.00% plus performance or carry fee not to exceed 25% of gain in valuation on Private Market offerings.

Location

Fortville, IN

Most active in

Indiana

Work history

Trajan Wealth LLC.

2025 - Present (1 year)

UNEMPLOYED

2023 - 2025 (2 years)

Vp Distributors Inc

2011 - 2023 (12 years)

Virtus Investment Partners

2011 - 2023 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Phil F

CFP®

Fishers, IN

Servant Capital Advisors

Phil is the Founder and Principal of Servant Capital Advisors, LLC (“SCA”), a fee-only, independent, registered investment adviser based in Central Indiana. SCA provides investment advisory services, wealth management services, and family office services to high net worth families and individuals seeking a differentiated approach to maximize their wealth. Phil founded SCA with the goal to serve others: to share his twelve years of institutional investment management experience with investment partners, high net worth families and individuals to help them grow their net worth for the primary purpose of engaging in philanthropy through impactful charitable contributions. Prior to founding Servant Capital, Phil was a Principal at Centerbridge Partners, a hybrid private equity firm and hedge fund based in New York with $25 billion in assets under management, from 2008 to 2017. At Centerbridge he invested in and served on the board of directors of companies ranging in size from $100 million to $500 million in revenues across a diverse set of industries including financial services, consumer products, industrials, and real estate. Phil began his career in investment banking at Goldman, Sachs & Co. He graduated with high distinction from Indiana University with a B.S. in Finance and Accounting and earned his MBA from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER. Phil lives with his wife and four children in Carmel, Indiana. He enjoys reading, investing, and playing golf.

Exec comp design Liquidity event planning Startup equity planning Executive Financial Professional Christian Faith Based
user avatar

Kregg K

Series 63, Series 65

Carmel, IN

Kiel Investment Company

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar

Justin C

CFP®, Series 63, Series 65

Fishers, IN

Santiago.Life

ESG / Sustainable investing
user avatar

Leslie M

PFS™, Series 65

Indianapolis, IN

Michael Associates, LLC

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Leslie R

Series 63, Series 65

Indianapolis, IN

RIM Group

Active portfolio management Options & derivatives strategies Tax-loss harvesting
user avatar

Jesus V

Series 63, Series 66

Carmel, IN

Vasquez Financial Consulting LLC

Long-term care insurance Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")