Unclaimed
Jeremiah Clark is an active registered representative with Edward Jones, a firm with over $824 billion in regulatory assets under management. Jeremiah has been in the industry since 2003 and has experience in financial planning, pension consulting, and portfolio management. Jeremiah has held previous roles with Robinhood Financial, LLC and TD Ameritrade, Inc. Jeremiah Clark is registered to provide investment advice in Missouri and is licensed to conduct securities business in Missouri.
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
MO
01/24/2023 - Present
Edward Jones (ST LOUIS MO)
FL
10/03/2022 - 01/09/2023
ROBINHOOD FINANCIAL, LLC (LAKE MARY FL)
FL
01/21/2022 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Lake Mary FL)
MO
02/26/2018 - 10/07/2021
TD AMERITRADE, INC. (St Louis MO)
MO
08/13/2002 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 04/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2002
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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