Jeremy Borchers (CRD# 7324424) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in West Point, NE and has over 3 years of experience in the finance industry.
CRD# 4226394
Edward Jones
CRD# 5172785
Thrivent Advisor Network, LLC
CRD# 4849779
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knights Of Columbus | New Haven, CT | Nov 2015 - Current | 8 |
| Hy-vee | Norfolk, NE | Nov 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- IA
- NE
-
Total Assets Under Management27,243MILLIONS
-
Total Number of Accounts3,799ACCOUNTS
-
Average Account Value$7,171,038
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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