Unclaimed
Jereme Lancaster is a financial advisor registered with Edward Jones. He has been in the securities industry since September 29, 2013. Jereme Lancaster is registered with the state of Texas and is a member of FINRA. His firm, Edward Jones, has been in business for over 100 years and is known for providing personalized financial advice to individuals and families. The firm offers a wide range of investment products and services, including mutual funds, stocks, bonds, and annuities. Edward Jones has over 19,000 financial advisors nationwide, and the firm is committed to providing clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
10/23/2013 - Present
Edward Jones (DALLAS TX)
BOTH
Issued 10/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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