Jeremy Weller, financial advisor Green Bay WI
78 score

Jeremy Weller

CRD Number: 5952820
Current Firm: Cambridge Investment Research Advisors, Inc.

Jeremy Weller (CRD# 5952820) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Green Bay, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Inc. Fairfield, IA Feb 2014 - Current 2
Cambridge Investment Research Advisor Inc. Fairfield, IA Feb 2014 - Current 2
Morgan Stanley Smith Barney Green Bay, WI Jul 2011 - Feb 2014 2
Triple Canopy, Inc. Baghdad, May 2009 - Jun 2011 2
Blackwater Security / Ustc Baghdad, Jan 2008 - May 2009 1
Wachovia Bank, Na Norfolk, VA May 2006 - Jan 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jeremy T. Weller
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
78

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