Jeremy Wilborn (CRD# 7387049) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Roxboro, NC and has over 2 years of experience in the finance industry.
CRD# 2695770
Edward Jones
CRD# 5556798
Lpl Financial LLC
CRD# 1832455
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Apr 2022 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2021 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2021 - Current | 2 |
| North Carolina State University | Raleigh, NC | Aug 2020 - Jun 2021 | < 1 |
| Dr Horton | Raleigh, NC | May 2020 - Aug 2020 | < 1 |
| North Carolina State University | Raleigh, NC | Aug 2019 - May 2020 | < 1 |
| Legacy Custom Builders LLC | Roxboro, NC | May 2019 - Aug 2019 | < 1 |
| Wake Technical Community College | Raleigh, NC | Nov 2018 - May 2019 | < 1 |
| Wake Technical Community College | Raleigh, NC | Aug 2018 - Nov 2018 | < 1 |
| Person County Recreation And Parks | Roxboro, NC | Feb 2017 - Aug 2018 | 1 |
| Person High School | Roxboro, NC | Oct 2015 - Feb 2017 | 1 |
| Food Lion | Roxboro, NC | Feb 2015 - Oct 2015 | < 1 |
| Unemployed/full Time Education(student) | Roxboro, NC | Aug 2011 - Feb 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- NC
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Market timing services
- 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, WY
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