
JEREMY MCLEAN
Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community. For 20 years, I had the opportunity to serve others in the Marine Corps. During my service, I learned how to lead, to devote myself to a mission and put the needs of others before my own. Serving in the Marine Corps also provided me with both military and civilian educational opportunities, which led to earning an undergraduate degree in business administration and a graduate degree in communication. As a personal commitment to those I serve, I obtained the Certified Exit Planning Advisor® and the Chartered Retirement Planning Counselor™ designations.
My family and I moved to Tennessee in 2021, after I retired from the Marine Corps, and we immediately found a home here in Murfreesboro. Our oldest son graduated from Blackman High School, and our younger two kids are all involved in sports here. I also have the privilege of being a member of the local American Legion Post and the Rutherford County Chamber of Commerce as well as being a Rotarian; which provides me with opportunities to serve my community. My free time is spent with my beautiful wife, Leah, in the outdoors fishing, hunting and kayaking.
At Edward Jones, we build relationships with our clients to develop a strategy to help them reach their long-term financial goals. With thousands of professionals and advanced technology supporting our branch offices, we are here to help you plan for the future. I would love to get to know you, understand your goals and objectives, and help you reach them. I can be reached in the office at 615-624-4572 or you can email me at jeremy.mclean@edwardjones.com.
Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community. For 20 years, I had the opportunity to serve others in the Marine Corps. During my service, I learned how to lead, to devote myself to a mission and put the needs of others before my own. Serving in the Marine Corps also provided me with both military and civilian educational opportunities, which led to earning an undergraduate degree in business administration and a graduate degree in communication. As a personal commitment to those I serve, I obtained the Certified Exit Planning Advisor® and the Chartered Retirement Planning Counselor™ designations.
My family and I moved to Tennessee in 2021, after I retired from the Marine Corps, and we immediately found a home here in Murfreesboro. Our oldest son graduated from Blackman High School, and our younger two kids are all involved in sports here. I also have the privilege of being a member of the local American Legion Post and the Rutherford County Chamber of Commerce as well as being a Rotarian; which provides me with opportunities to serve my community. My free time is spent with my beautiful wife, Leah, in the outdoors fishing, hunting and kayaking.
At Edward Jones, we build relationships with our clients to develop a strategy to help them reach their long-term financial goals. With thousands of professionals and advanced technology supporting our branch offices, we are here to help you plan for the future. I would love to get to know you, understand your goals and objectives, and help you reach them. I can be reached in the office at 615-624-4572 or you can email me at jeremy.mclean@edwardjones.com.
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- Website:
https://www.edwardjones.com/us-en - Phone: 615-624-4572
- City: Murfreesboro
- State: Tennessee
- Postal Code: 37129
- Country: United States
- Designations: CEPA, CRPC
- Markets Served: Middle Tennessee
- Company Name: Edward Jones
JEREMY MCLEAN

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
