Jeremy Albrecht (CRD# 4716096) is an Investment Advisor Representative working at Edelman Financial Engines in Columbus, OH and has over 19 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Santa Clara, CA | Sep 2021 - Current | 3 |
| Financial Engines Advisors LLC | Sunnyvale, CA | Nov 2018 - Sep 2021 | 2 |
| Edelman Financial Services LLC | Fairfax, VA | Aug 2011 - Nov 2018 | 7 |
| Ef Legacy Securities, LLC | Henrico, VA | Apr 2016 - Oct 2018 | 2 |
| Sanders Morris Harris Inc. | Houston, TX | Aug 2011 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2005 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
- OH
- TX
-
Total Assets Under Management270,770MILLIONS
-
Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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