Jhereg Fillmore (CRD# 6780480) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Greensboro, NC and has over 7 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 7033844
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hornor, Townsend & Kent, LLC | Horsham, PA | May 2023 - Current | 1 |
| Penn Mutual Life Insurance Company | Horsham, PA | May 2023 - Current | 1 |
| Mml Investors Services, LLC | Colonial Heights, VA | Jan 2022 - May 2023 | 1 |
| Massmutual Life Insurance Co | Colonial Heights, VA | Dec 2021 - May 2023 | 1 |
| Jackson National Life Distributors, LLC | Franklin, TN | Apr 2017 - Nov 2021 | 4 |
| Knightpoint Systems LLC | Hill Afb, UT | Jul 2015 - Apr 2017 | 1 |
| Utah Army National Guard | Ogden, UT | Dec 2012 - Jul 2016 | 3 |
| Usu Parking And Transportation Services | Logan, UT | Aug 2008 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- NC
-
Total Assets Under Management6,864MILLIONS
-
Total Number of Accounts30,467ACCOUNTS
-
Average Account Value$225,288
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.