Jeremy Penrod (CRD# 6535034) is an Investment Advisor Representative working at Edward Jones in Bluffton, IN and has over 8 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 4128137
Osaic Wealth, Inc.
CRD# 2293786
Capital Cities Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Aug 2015 - Current | 8 |
| Aaron's | Huntington, IN | Jan 2015 - Jul 2015 | < 1 |
| Walgreens | Huntington, IN | May 2004 - Dec 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- IN
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- 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)
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
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