Jeremy Stalcup (CRD# 5588688) is an Investment Advisor Representative working at Mutual Advisors, LLC in Omaha, NE and has over 10 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Aug 2019 - Current | 4 |
| Mutual Advisors, LLC | Casper, WY | May 2019 - Current | 4 |
| Sowell Management Services | North Little Rock, AR | Mar 2015 - May 2019 | 4 |
| Metlife Securities, Inc. | Little Rock, AR | Aug 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- AR
- NE
- TX
-
Total Assets Under Management6,947MILLIONS
-
Total Number of Accounts20,381ACCOUNTS
-
Average Account Value$340,863
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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