Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jereme? Claim Your ProfileJereme Robert Jones is an investment advisor representative registered with Fidelity Personal And Workplace Advisors. Jereme has been in the financial industry since October 2011. Jereme holds FINRA Series 6, 7, 63 and 65 licenses. Jereme has experience working with both individual and institutional clients, including pension plans and charitable organizations. Jereme is a registered investment advisor in Colorado, Texas, and Utah.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CO
11/15/2023 - Present
Fidelity Personal AND Workplace Advisors (LONE TREE CO)
CO
10/10/2011 - 07/15/2022
WELLS FARGO CLEARING SERVICES, LLC (BROOMFIELD CO)
IA
Issued 02/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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