Jeremy WernerCRD Number: 7448347
Current Firm: Cambridge Investment Research Advisors, Inc.
Jeremy Werner (CRD# 7448347) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Shrevport, LA and has 1 year of experience in the finance industry.
Adkins Seale Capital Management LLC
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2022 - Current||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Oct 2021 - Current||< 1|
|Audi Shreveport||Shreveport, LA||Jan 2019 - Current||3|
|Audi West County||Ellisville, MO||Jun 2011 - Dec 2018||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- 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)
- 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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