Jeremy Andries (CRD# 4872998) is an Investment Advisor Representative working at Flourish Financial Planning in Grapevine, TX and has over 19 years of experience in the finance industry. Jeremy Andries has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Flourish Financial Planning | Grapevine, TX | Jan 2020 - Current | 4 |
| Master Plan Tax Services | Flower Mound, TX | Nov 2018 - Current | 5 |
| Master Plan Bookkeeping | Flower Mound, TX | Nov 2018 - Jul 2023 | 4 |
| Master Plan Financial Advisers | Flower Mound, TX | Apr 2018 - Feb 2020 | 1 |
| Master Plan Tax & Bookkeeping | Flower Mound, TX | Mar 2018 - Nov 2018 | < 1 |
| Guidestone Financial Resources | Dallas, TX | Apr 2012 - Jun 2018 | 6 |
| Guidestone Advisors | Dallas, TX | Aug 2011 - Jun 2018 | 6 |
| Guidestone Financial Services | Dallas, TX | Sep 2009 - Jun 2018 | 8 |
| Andries Tax Service | Flower Mound, TX | Jan 2009 - Mar 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
- TX
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Total Assets Under Management21MILLIONS
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Total Number of Accounts152ACCOUNTS
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Average Account Value$140,277
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
TX
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