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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremiah? Claim Your ProfileJeremiah Orlando James is an Investment Advisor Representative currently registered in California and Texas. Jeremiah has been working in the financial industry since 2020 and has a Series 65 license. Jeremiah is currently employed by Lido Advisors, LLC. In addition to providing financial advice, Jeremiah offers financial planning, educational seminars, and selection of other advisers. Jeremiah has a diverse client base, working with high-net-worth individuals, corporations, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
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
TX
10/25/2023 - Present
Lido (DALLAS TX)
IA
Issued 04/18/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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