Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Beauregard Sloan is a financial advisor with U.S. Bancorp Investments, Inc., a firm that manages over $15 billion in assets. Jeremy has been in the financial industry since 1995 and has worked with a wide range of clients including individuals, corporations, and charitable organizations. His specializations include Retirement Planning, Investment Advisory, Insurance, Financial Planning, and Mutual Funds.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
02/11/2025 - Present
U.s. Bancorp Investments, Inc. (Fairlawn OH)
OH
08/31/2007 - 01/03/2012
WELLS FARGO ADVISORS, LLC (AKRON OH)
OH
04/02/2007 - 09/06/2007
MORGAN STANLEY & CO., INCORPORATED (AKRON OH)
OH
07/26/1999 - 04/02/2007
MORGAN STANLEY DW INC. (AKRON OH)
OH
11/17/1997 - 06/30/1999
FIRSTMERIT SECURITIES, INC. (AKRON OH)
MA
02/05/1997 - 12/02/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
MN
09/28/1995 - 01/14/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/28/1995 - 01/14/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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