Jeremy Werner, financial advisor Shrevport LA

Jeremy Werner

CRD 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 over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2022 - Current 2
Cambridge Investment Research, Inc. Fairfield, IA Oct 2021 - Current 2
Audi Shreveport Shreveport, LA Jan 2019 - Current 5
Audi West County Ellisville, MO Jun 2011 - Dec 2018 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Jeremy Werner
Phone Number: 641-472-5100
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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