EJ
Eric Jason Mcclain
CRD 5500918
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Approach Retirement Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Approach Retirement Advisors, Llc
Member · 50% – 75% · Mar 2024
-
Wesban Financial Consultants, P.C.
Chief Compliance Officer · Less than 5% · Apr 2012
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗