Jeremy Van Beek (CRD# 7293334) is an Investment Advisor Representative working at Spc in Orange City, IA and has 1 year of experience in the finance industry.
CRD# 6638558
Edward Jones
CRD# 4666954
Eagle Strategies LLC
CRD# 4077019
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parkland Securities LLC | Orange City, IA | May 2022 - Current | 2 |
| Cornerstone Financial Advisors, Inc. | Orange City, IA | Sep 2020 - Current | 3 |
| Unemployed | Sioux Center, IA | May 2020 - Aug 2020 | < 1 |
| Dordt University | Sioux Center, IA | Aug 2016 - May 2020 | 3 |
| Dordt University | Sioux Center, IA | May 2019 - Aug 2019 | < 1 |
| Sports Page | Pella, IA | May 2017 - Aug 2018 | 1 |
| Straver's True Value Hardware | Pella, IA | May 2015 - Aug 2016 | 1 |
| Pella Christian High School | Pella, IA | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- IA
-
Total Assets Under Management5,563MILLIONS
-
Total Number of Accounts30,541ACCOUNTS
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Average Account Value$182,147
- 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)
- Educational seminars/workshops
- Other
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, WY
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