Jeremy Palensky (CRD# 5288179) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bellevue, NE and has over 12 years of experience in the finance industry.
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
CRD# 4758589
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diamond Empire Band | Papillion, NE | Jul 2019 - Current | 4 |
| First Investments And Planning | Bellevue, NE | Jul 2019 - Current | 4 |
| Raymond James Financial Services, Inc. | Omaha, NE | Oct 2016 - Current | 7 |
| First National Bank Of Omaha | Bellevue, NE | Oct 2016 - Current | 7 |
| Raymond James Financial Services Advisors Inc. | Omaha, NE | Oct 2016 - Current | 7 |
| Diamond Empire Band | Pappillion, NE | Jul 2019 - Jul 2022 | 3 |
| Palensky Music Studio | Papillion, NE | Aug 2016 - May 2019 | 2 |
| Omaha Music Of School And Dance | Omaha, NE | Aug 2017 - Jan 2018 | < 1 |
| Bank Of The West | Omaha, NE | Apr 2016 - Oct 2016 | < 1 |
| Retirement Wealth Advisors | Omaha, NE | Jan 2015 - Apr 2016 | 1 |
| D Bryant Retirement Strategies | Omaha, NE | Dec 2014 - Apr 2016 | 1 |
| Edward Jones | La Vista, NE | Aug 2014 - Dec 2014 | < 1 |
| Charles Schwab & Company, Inc. | Omaha, NE | May 2014 - Aug 2014 | < 1 |
| Edward Jones | Lexington, NE | Nov 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
- IA
- NE
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
-
Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.