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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Garrett King is a financial advisor with Grove Point Advisors, LLC. Jeremy has been in the industry since July 1, 2008. Jeremy has experience with a number of firms and is registered with the state of Texas as a Registered Representative and an Investment Advisor Representative. Jeremy has earned the Series 66, Series 7, and SIE securities licenses. Jeremy has a range of specializations including retirement planning, college savings, estate planning, insurance and financial planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
MD
05/13/2022 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
TX
12/15/2014 - 05/19/2022
VALIC FINANCIAL ADVISORS, INC. (PLANO TX)
TX
07/31/2014 - 12/15/2014
PROEQUITIES, INC. (DALLAS TX)
TX
04/23/2014 - 05/07/2014
TD AMERITRADE, INC. (FORT WORTH TX)
NJ
11/03/2011 - 03/06/2014
PRUCO SECURITIES, LLC. (NEWARK NJ)
TX
03/12/2010 - 09/27/2011
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
11/14/2007 - 01/06/2010
EDWARD JONES (FT WORTH TX)
BOTH
Issued 02/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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