Edward Jones
28yrs
Top advisor by experience in Ada
17yrs
Jeffrey McLoud
Full name on record: Jeffrey Eugene McLoud
Financial advisor at McLoud Advisory Services
Jeffrey McLoud has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Ada, Oklahoma. Jeffrey has been with McLoud Advisory Services since 2025; before that, Jeffrey spent five years at Securities America Advisors and three years at Merrill. McLoud Advisory Services offers selecting outside investment managers and educational workshops.
One of 8 advisors with offices in Ada, and one of 8 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 63% of advisors in Ada
OfficeAda, OK
How the firm is paid ?Other
States licensed ?1 state
Services through McLoud Advisory Services
Choosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowMcLoud Advisory Services LLCCurrent firm
- 2020 – 2024McLoud Advisory Services LLCPreviously
- 2015 – 2020Securities America Advisors, Inc.Previously
- 2012 – 2015MerrillPreviously
- 2009 – 2012Edward JonesPreviously
Contact Jeffrey
(405) 823-9550McLoud Advisory Services main office Ada, OKOffice · Get directions Facebook pageMcLoud Advisory ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jeffrey
How do I contact Jeffrey?
Call McLoud Advisory Services at (405) 823-9550 and ask for Jeffrey McLoud. Jeffrey works from the Ada, OK office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 2009, about 17 years. More experience than 63% of advisors in Ada.
What licenses does Jeffrey hold?
Series 66. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
McLoud Advisory Services reports being paid by other fees. Ask Jeffrey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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