Rebecca Mae Mc Clain

Advisor at Edward Jones — Harlan, IA Market St

Updated today

Credentials

Series 66

Experience

2 years

Location

Harlan, IA 51537

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

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

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance 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

See office

Harlan, IA Market St

616 Market St

Harlan IA 51537

Advisors at this office

2

Most active in

Iowa · Texas

Work history

2 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

Edward Jones

2018 - 2023 • 5 years

St Louis, MO

Rolling Hills Bank and Trust

2016 - 2018 • 2 years

Carson, IA

Dallas Johnson Greenhouse

2015 - 2016 • 1 year

Council Bluffs, IA

Disclosures

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

Business activities & affiliations

Thad N

Series 66

Harlan, IA

Edward Jones

Thad Nelson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Vox Media and Treynor Community School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Retirement income strategy 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 Retirement withdrawal strategies Wealth management College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
user avatar

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
user avatar

Thomas Z

Series 66

Harlan, IA

LPL Financial

Thomas Zaccone is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2024 and was previously involved with Hough & Zaccone Investment Management. Outside of advisory work, he has experience in golf club management, having worked at Harlan Golf & Country Club from 2019 to 2023. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, leveraging both discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 credentials and possessing 34 years of industry experience. He has been with LPL Financial and its predecessor since 2000. Outside of his advisory role, he is the owner of Hough Capital Partners, LLC, a business unrelated to investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies that utilize both proprietary research and third-party subadvisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

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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