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Jeremy Aaron Slone

MWA Financial Services Inc.

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About Jeremy Aaron Slone

Jeremy Aaron Slone is a financial advisor with MWA Financial Services Inc. Jeremy has been working in the financial industry for over 4 years and specializes in portfolio management for individuals and businesses. He holds licenses in 11 states, including Florida, Indiana, Kentucky, Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Jeremy is also a registered representative with FINRA and has passed several industry exams, including the Series 7, 63, 65, 26 and SIE. He is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Jeremy Slone is currently registered with MWA Financial Services Inc.. MWA Financial Services Inc. is a Corporation formed in February 2001 and headquartered in ROCK ISLAND, IL. They provide financial planning and investment advisory services to individuals, corporations, and charitable organizations. They have a strong presence in the US, with registered representatives in 52 states. MWA Financial Services Inc. manages over $216 million in assets and specializes in serving individuals other than high-net-worth clients.
MWA Financial Services Inc.

1701 1ST AVENUE

ROCK ISLAND, IL 61201

$216.09M

Assets Under Management

14

Total Clients

525

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeremy Slone’s Registration & Firm History

WV

05/08/2020 - Present

MWA Financial Services Inc. (Chapmanville WV)

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Licenses & Designations

IA

Issued 06/06/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/15/2024

Series 7TO - General Securities Representative Examination

BC

Issued 05/08/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeremy Aaron Slone. Review regulatory record here.
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