Jeremy Pennington, financial advisor Bloomington IN

Jeremy Pennington

CRD Number: 5697218
Current Firm: S.b. Value Partners, LP

Jeremy Pennington (CRD# 5697218) is an Investment Advisor Representative working at S.b. Value Partners, LP in Bloomington, IN and has over 6 years of experience in the finance industry.

Similar Advisors
Nathan Anderson, financial advisor Bloomington IN
Nathan M. Anderson
CRD# 4737760
Edward Jones
Similar Advisors
Ryan Belcher, financial advisor Bloomington IN
Ryan T. Belcher
CRD# 5480934
J. W. Cole Advisors, Inc.
Similar Advisors
James Bellush, financial advisor Bloomington IN
James T. Bellush
CRD# 4059124
Lpl Financial LLC
Company Name Location Dates Years
Roc Investments Redding, CA Mar 2022 - Current 1
S.b. Value Partners San Antonio, TX Jul 2017 - Current 6
Investment Professionals Inc. San Antonio, TX Jun 2013 - Jun 2017 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Jeremy S. Pennington
Phone Number: 844-728-2583
Registered State(s):
  • CO
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.