Jeremy Smith (CRD# 5058621) is an Investment Advisor Representative working at Seros Financial, LLC in Tempe, AZ and has over 17 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Paico LLC | Tempe, AZ | Oct 2022 - Current | 1 |
Ponderosa Retreat LLC | Tempe, AZ | Dec 2021 - Current | 2 |
Ssjs Holdings LLC | Tempe, AZ | Nov 2020 - Current | 3 |
Bronell Inc. | Covina, CA | Nov 2017 - Current | 6 |
Links Holding Group | Tempe, AZ | Aug 2016 - Current | 7 |
Snowflake High School Football | Snowflake, AZ | Aug 2016 - Current | 7 |
Ponderosa Management LLC | Tempe, AZ | Jan 2015 - Current | 9 |
Seros Insurance | Tempe, AZ | Jan 2014 - Current | 10 |
United Planners' Financial Services | Scottsdale, AZ | Jun 2013 - Current | 10 |
Seros Financial LLC | Tempe, AZ | Feb 2013 - Current | 11 |
Seros Financial | Tempe, AZ | Feb 2013 - Current | 11 |
Links Medical Group Dba Caretrek Mobile Medical | Scottsdale, AZ | Oct 2013 - Dec 2020 | 7 |
Newmark Capital Management, LLC | Mesa, AZ | May 2010 - Dec 2020 | 10 |
Newmark Capital Management | Tempe, AZ | May 2010 - Dec 2020 | 10 |
Links Medical Group D/b/a Caretrek Medical Group | Scottsdale, AZ | Sep 2013 - Jan 2019 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2008 |
S65 | NASAA Investment Advisors Law Examination | Mar 2007 |
- AZ
- TX
-
Total Assets Under Management261MILLIONS
-
Total Number of Accounts890ACCOUNTS
-
Average Account Value$293,080
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Publication of periodicals or newsletters
AZ, CA, CO, NM, TX
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