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Jeremy Cory McNamara

Pimco Investments LLC

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About Jeremy Cory McNamara

Jeremy Cory McNamara is a registered representative and investment advisor representative with Pimco Investments LLC. Jeremy has been in the securities industry since March 5, 2010. Jeremy has passed the Series 7, Series 63, Series 66, and SIE exams. Jeremy is registered in California, Connecticut, Florida, New Jersey, New York, Pennsylvania, and Texas. Jeremy was previously registered with Fidelity Brokerage Services LLC in Covington, KY.

Firm Information

Jeremy McNamara is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

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.

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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Jeremy McNamara’s Registration & Firm History

TX

10/01/2014 - Present

Pimco Investments LLC (Austin TX)

KY

02/26/2010 - 09/18/2014

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 09/07/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/05/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy Cory McNamara.
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