Thomas A Mclean

CRD 5747335 · Edward Jones · Waxhaw, NC

IA RegisteredBroker

Also appears in the source record as: Andrew T Mclean; Andrew Mclean; Thomas Andrew Mclean; Thomas Mclean

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (18): California · Colorado · Delaware · Florida · Georgia · Kentucky · Maryland · Michigan · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Wisconsin
Years in the industry (source record): 16
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Edward Jones
Firm CRD: 250
SEC number: 801-3297
Assets under management: $1.0T as of Jun 29, 2026
Website: www.twitter.com/EDWARDJONES ↗
Phone: 314-515-2000
Firm location: St. Louis, MO, 63131

Employment history (11)

From the source registration record · current first

Edward JonesCurrent
Waxhaw, NC · BC capacity

start not retrieved → present
Edward JonesCurrent
Waxhaw, NC · IA capacity

start not retrieved → present
Edward JonesCurrent
Waxhaw, NC · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLC
Charlotte, NC · IA capacity

Jun 13, 2017 → Apr 6, 2021
Wells Fargo Clearing Services, LLC
Charlotte, NC · BC capacity

Jun 12, 2017 → Apr 6, 2021
J.P. Morgan Securities LLC
San Antonio, TX · IA capacity

Jun 18, 2014 → Mar 22, 2017
J.P. Morgan Securities LLC
San Antonio, TX · BC capacity

Jun 18, 2014 → Mar 22, 2017
Usaa Financial Planning Services
San Antonio, TX · IA capacity

Dec 17, 2010 → Apr 10, 2014
Usaa Financial Advisors, Inc.
San Antonio, TX · BC capacity

Dec 17, 2010 → Apr 10, 2014
Legacy Tax And Financial Planning, LLC
Knoxville, TN · IA capacity

Jun 10, 2010 → Jan 20, 2011
Woodbury Financial Services, Inc.
Knoxville, TN · BC capacity

Jan 21, 2010 → Nov 16, 2010

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 5747335 ↗ FINRA BrokerCheck record for CRD 5747335 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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