Unclaimed
Jeremy Freeman is a financial advisor with over 25 years of experience in the financial services industry. Jeremy is currently registered with Edward Jones in ST LOUIS, MO. Prior to joining Edward Jones, Jeremy worked with several other firms, including DFA Securities LLC, A I M DISTRIBUTORS, INC. and BANC ONE SECURITIES CORPORATION. Jeremy specializes in providing financial planning and investment advice to individuals and families.
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
MO
04/27/2020 - Present
Edward Jones (ST LOUIS MO)
TX
08/03/2006 - 04/15/2019
DFA SECURITIES LLC (AUSTIN TX)
TX
08/17/1998 - 02/02/2006
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IL
02/18/1998 - 10/06/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
11/18/1997 - 12/12/1997
FIRST USA CAPITAL MARKETS, INC. (DALLAS TX)
RI
12/04/1993 - 05/30/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
07/20/1993 - 10/20/1993
DICKINSON & CO. (DES MOINES IA)
BC
Issued 07/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeremy Freeman is the right advisor for you? Invested Better is here to help.