Jeremy Lindsey (CRD# 5231102) is an Investment Advisor Representative working at Clarity Advisors Group, Inc. in Redlands, CA and has over 10 years of experience in the finance industry.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 1527744
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarity Advisors Group, Inc. | Redlands, CA | Mar 2020 - Current | 4 |
| Clarity Tax Advisors, Inc. | Redlands, CA | Aug 2015 - Current | 8 |
| Lindsey Financial Inc. | Redlands, CA | Nov 2011 - Jan 2020 | 8 |
| Lindsey Financial Group Inc. | Redlands, CA | Dec 2005 - Dec 2019 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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