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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 Hunter Wilcox is a financial advisor registered with the state of Oklahoma and is affiliated with Tom Johnson Investment Management, LLC. Jeremy Wilcox has been in the industry since September 2015 and is a Certified Financial Planner. Jeremy Wilcox provides financial planning, pension consulting and portfolio management for individuals, businesses and pooled investment vehicles. Jeremy Wilcox specializes in providing advisory services to charitable organizations, high-net-worth individuals, and pension and profit-sharing plans.
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.
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OK
02/08/2016 - Present
TOM Johnson Investment Management, LLC (OKLAHOMA CITY OK)
IA
Issued 02/06/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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