Unclaimed
Jeremy C. Pritchett is an investment advisor representative associated with Edward Jones. Jeremy has been in the financial services industry for more than 10 years. Jeremy holds the Series 66, Series 7 and SIE licenses. Jeremy is registered with FINRA and the state of Texas. Jeremy is associated with Edward Jones since September 2022. Jeremy's areas of specialization include: Investment advisory services; portfolio management for individuals, businesses and pension and profit-sharing plans; financial planning and selection of other advisors.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
11/21/2022 - Present
Edward Jones (COLLEYVILLE TX)
BOTH
Issued 11/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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