Jeremy Pearson, financial advisor Traverse City MI

Jeremy Pearson

CRD Number: 6539835
Current Firm: Bankers Life Advisory Services, Inc.

Jeremy Pearson (CRD# 6539835) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Traverse City, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bankers Life Securities Inc. Traverse City, MI Jul 2016 - Current 5
Bankers Life And Casualty Traverse City, MI May 2004 - Current 17
Proequities, Inc. Traverse City, MI Jul 2015 - Apr 2016 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2016
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Jeremy B. Pearson
Phone Number: 844-553-9083
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    791
    MILLIONS
  • Total Number of Accounts
    5,517
    ACCOUNTS
  • Average Account Value
    $143,329
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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