Jeremie McKee (CRD# 3025644) is an Investment Advisor Representative working at Stonebridge Asset Management LLC in Corona, CA and has over 26 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1527744
Transamerica Financial Advisors, Inc.
CRD# 4566630
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonebridge Asset Management, LLC | Corona, CA | Mar 2017 - Current | 7 |
| Springboard Capital Management, Inc. | Newport Beach, CA | Sep 2005 - Mar 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management9MILLIONS
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Total Number of Accounts34ACCOUNTS
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Average Account Value$277,993
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, TX
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