Jeremy McClymonds (CRD# 5606748) is an Investment Advisor Representative working at Form Prosperity Wealth Advisors, LLC in Chandler, AZ and has over 15 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Swashbucklers Fund, LLC | Chandler, AZ | Nov 2023 - Current | < 1 |
| Swashbucklers, LLC | Chandler, AZ | Nov 2023 - Current | < 1 |
| Jembjacd, LLC | Chandler, AZ | Jul 2023 - Current | < 1 |
| Jembjacd, Llc Fund | Chandler, AZ | Jul 2023 - Current | < 1 |
| Form Prosperity Wealth Advisors, LLC | Chandler, AZ | May 2020 - Current | 3 |
| Senirje, LLC | Chandler, AZ | Jul 2017 - Current | 6 |
| Ash Brokerage (fka Bell And Associates) | Phoenix, AZ | Oct 2011 - Current | 12 |
| Form Prosperity Wealth Advisors, LLC | Chandler, AZ | Sep 2011 - Current | 12 |
| Delex Realty | Chandler, AZ | Sep 2008 - Current | 15 |
| Only Dirt Investments And Developments LLC | Chandler, AZ | May 2005 - Current | 18 |
| City Of Chandler | Chandler, AZ | Jun 2018 - Jan 2021 | 2 |
| Clarus Wealth Advisors, LLC | Peoria, AZ | Aug 2017 - May 2020 | 2 |
| Crown Capital Securities, LP | Orange, CA | Aug 2017 - May 2020 | 2 |
| Wfg Advisors, LP | Chandler, AZ | Oct 2011 - Aug 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- AK
- AZ
- CO
- TX
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts430ACCOUNTS
-
Average Account Value$157,714
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AZ, CO, TX
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