Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeremy Ryan Wales

Franklin Distributors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeremy? Claim Your Profile

About Jeremy Ryan Wales

Jeremy Ryan Wales is a financial advisor with Franklin Distributors, LLC. Jeremy is registered with FINRA and is licensed to provide financial advice in 53 states and territories. Jeremy's registrations are current and active. Jeremy has been in the financial industry since 2022 and is currently employed at Franklin Distributors, LLC. Jeremy is dedicated to providing his clients with sound financial advice and personalized service.

Firm Information

Jeremy Wales is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeremy Wales’s Registration & Firm History

CA

07/22/2022 - Present

Franklin Distributors, LLC (Rancho Cordova CA)

Not sure if Jeremy Ryan Wales is right for you?

Licenses & Designations

BC

Issued 08/12/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/13/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy Ryan Wales.
Not sure if Jeremy Ryan Wales is right for you?