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Jeremy Brian Pearson

Bankers Life Advisory Services, Inc.

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About Jeremy Brian Pearson

Jeremy Pearson is a financial advisor in Traverse City, MI. Jeremy is registered with Bankers Life Advisory Services, Inc. and has been in the industry since 2016. Jeremy has passed both the Series 66 and the Series 7 exams. Jeremy's primary focus is on providing financial advice to individuals and families, and he is also licensed to provide insurance products. Jeremy's experience includes working with individuals and families to develop and implement financial plans, including retirement planning, college savings, and estate planning.

Firm Information

Jeremy Pearson is currently registered with Bankers Life Advisory Services, Inc.. Bankers Life Advisory Services, Inc. is a Chicago, IL-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Bankers Life Advisory Services, Inc.

303 E. WACKER DRIVE

CHICAGO, IL 60601

$1.49B

Assets Under Management

Not reported

Total Clients

409

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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percentage of assets

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

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other

Non-discretionary investment consulting services

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Jeremy Pearson’s Registration & Firm History

MI

06/29/2018 - Present

Bankers Life Advisory Services, Inc. (Traverse City MI)

MI

03/04/2016 - 04/05/2016

PROEQUITIES, INC. (TRAVERSE CITY MI)

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Licenses & Designations

BOTH

Issued 06/27/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/17/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy Brian Pearson.
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