Jeremy SiragusaCRD Number: 3007032
Current Firm: Raymond James Financial Services Advisors, Inc.
Jeremy Siragusa (CRD# 3007032) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Omaha, NE and has over 18 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Raymond James Financial Services, Inc.||Omaha, NE||Jun 2015 - Current||2|
|Raymond James Financial Services Advisors Inc.||Omaha, NE||Jun 2015 - Current||2|
|First National Bank Of Omaha||Omaha, NE||Mar 2010 - Current||7|
|First National Capital Markets||Omaha, NE||Apr 2010 - Jun 2015||5|
|Waddell & Reed, Inc.||Omaha, NE||May 2006 - Mar 2010||3|
|J & G Enterprises||Omaha, NE||Jul 2008 - Mar 2009||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1999|
|S65||NASAA Investment Advisors Law Examination||May 2006|
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:
- Customer Dispute
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops
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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