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Rebecca Mc Clain

Advisor at Edward Jones

Updated today

Location

Harlan, IA 51537

Credentials

Series 66

Industry experience

2 years

About

Rebecca Mc Clain is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Her prior work includes roles at Rolling Hills Bank and Trust and Dallas Johnson Greenhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

616 Market St

Harlan, IA 51537

Most active in

Iowa · Texas

Work history

Edward Jones

2023 - Present (3 years)

Edward Jones

2018 - 2023 (5 years)

Rolling Hills Bank and Trust

2016 - 2018 (2 years)

Dallas Johnson Greenhouse

2015 - 2016 (1 year)

Disclosures

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

Business activities & affiliations

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Thad N

Series 66

Harlan, IA

Edward Jones

Thad Nelson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Vox Media for three years and was employed by Treynor Community School District for fourteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kayla J

Series 63, Series 66

Harlan, IA

Edward Jones

Kayla Jacobs is a financial advisor with Edward Jones in Harlan, Iowa, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Edward Jones since 1999 and is simultaneously involved with Shelby County Health Foundation and local banks in Harlan. Jacobs is also a co-owner of an LLC, KKCJ, based in Gretna, Nebraska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Diane S

Series 66

Harlan, IA

Thrivent Investment Management

Diane Stewart is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Harlan, Iowa. She has 18 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of her advisory role, she is involved in land management through ownership of a land rental position. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm offers planning on a range of financial topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Thomas Z

Series 66

Harlan, IA

LPL Financial

Thomas Zaccone is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has been with LPL Financial and Hough & Zaccone Investment Management, LLC since 2024. Prior to his advisory career, he was involved with the Harlan Golf & Country Club and worked as a self-contractor for over 15 years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Anthony H

Series 63, Series 66

Harlan, IA

LPL Financial

Anthony Hough is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has been with LPL Financial and its predecessor, LINSCO Private Ledger, since 2000. Outside of his advisory role, he is a business owner of Hough Capital Partners, LLC, a non-investment related venture. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory solutions supported by an in-house research team, combining large-scale operations with a variety of investment and non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Nolan J

Series 66

Harlan, IA

Thrivent Investment Management

Nolan Johnson is a Series 66-licensed financial advisor at Thrivent Investment Management with 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various topics and offers these services separately from its managed-account program.

Business ownership considerations
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