Jeremy Dodd, financial advisor Sweetwater TX

Jeremy Dodd

CRD Number: 4065448
Current Firm: Mutual Advisors, LLC

Jeremy Dodd (CRD# 4065448) is an Investment Advisor Representative working at Mutual Advisors, LLC in Sweetwater, TX and has over 24 years of experience in the finance industry. Jeremy Dodd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Mutual Advisors, LLC
Professional Designations
Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Oct 2017 - Current 6
Mutual Advisors, LLC Casper, WY Oct 2017 - Current 6
Investment Centers Of America, Inc. Sweetwater, TX Aug 2003 - Oct 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for Jeremy A. Dodd
Phone Number: 307-439-6357
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5,306
    MILLIONS
  • Total Number of Accounts
    20,842
    ACCOUNTS
  • Average Account Value
    $254,582
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

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