Jeremy Stalcup, financial advisor North Little Rock AR
89 score

Jeremy Stalcup

CRD Number: 5588688
Current Firm: Sowell Management Services

Jeremy Stalcup (CRD# 5588688) is an Investment Advisor Representative working at Sowell Management Services in North Little Rock, AR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities, Inc. Little Rock, AR Aug 2013 - Feb 2015 1
Sowell Management Services North Little Rock, AR Jun 2011 - Jul 2013 2
Mullenax Financial Group North Little Rock, AR Sep 2009 - Jun 2011 1
Unemployed North Little Rock, AR Jun 2009 - Aug 2009 < 1
Apple Tree Investments Little Rock, AR Aug 2008 - May 2009 < 1
Coldwell Banker Advantage Realty Little Rock, AR Jul 2006 - Aug 2008 2
Moore Stephens Frost Little Rock, AR Aug 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Jeremy M. Stalcup
Phone Number: 501-219-2434
Registered State(s):
  • AR
  • TX
By the Numbers
  • Total Assets Under Management
    493
    MILLIONS
  • Total Number of Accounts
    3,041
    ACCOUNTS
  • Average Account Value
    $162,159
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, OK, OR, PA, TN, TX, UT, VA, WA, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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