Lloyd McClelland is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with IEQ CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| IEQ CAPITAL, LLC | 2026-04-22 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2024-03-08 | 2026-03-22 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2023-05-19 | 2025-03-20 | — |