Unclaimed
Jeremy Owen Hebert is an investment advisor representative with Edward Jones. Jeremy has been in the financial industry since August 27, 2007. Jeremy holds a Series 7, Series 66, and a SIE. Jeremy is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 20 states and is registered with the Investment Adviser Association (IAA) in Louisiana and Texas. Jeremy has previously worked with LPL Financial LLC and SWS Financial Services, Inc. Jeremy provides investment advice and financial planning services to individuals, businesses, and retirement plans. In addition to Jeremy's work as an investment advisor representative, Jeremy owns and operates a small business, Bear Necessaties LLC, an AirBNB property in Choudrant, LA.
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
LA
12/07/2018 - Present
Edward Jones (RUSTON LA)
LA
07/31/2014 - 03/16/2015
LPL FINANCIAL LLC (RUSTON LA)
LA
08/11/2011 - 08/25/2014
SWS FINANCIAL SERVICES, INC. (RUSTON LA)
LA
08/28/2007 - 08/15/2011
EDWARD JONES (SHREVEPORT LA)
BOTH
Issued 10/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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