Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremiah? Claim Your ProfileJeremiah Macnamara is a financial advisor with Morgan Stanley based in Houston, TX. Jeremiah has been working in the financial industry since 2009. Previously, Jeremiah was with J.P. Morgan Securities LLC in Fort Worth, TX, Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and 1st Global Capital Corp. in Dallas, TX. Jeremiah is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7 and Series 66 licenses. Jeremiah is also registered in several states, including Arizona, Arkansas, Colorado, Florida, Illinois, Louisiana, Michigan, Nevada, Pennsylvania, and Texas.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
08/14/2024 - Present
Wealthpenn.comllc (Houston TX)
TX
01/07/2021 - 08/13/2024
J.P. MORGAN SECURITIES LLC (Fort Worth TX)
IL
10/19/2016 - 01/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
02/18/2015 - 09/21/2016
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
TX
09/03/2010 - 07/01/2013
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
03/12/2010 - 09/02/2010
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
03/05/2009 - 03/08/2010
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
04/26/2007 - 08/29/2008
NYLIFE SECURITIES LLC (DALLAS TX)
TX
07/31/2006 - 09/20/2006
AMERIPRISE FINANCIAL SERVICES, INC. (DALLAS TX)
BOTH
Issued 12/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/30/2006
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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