Jeramey Probert, financial advisor Silverdale WA

Jeramey Probert

CRD Number: 6101152
Current Firm: Raymond James Financial Services Advisors, Inc.

Jeramey Probert (CRD# 6101152) is a financial advisor with Edward Jones.

 

He leads his team in providing service in areas of retirement planning and wealth preservation strategies. Specifically, this includes preparing for retirement, retirement income strategies, and estate considerations.

 

Jeramey attended Pacific University in Oregon on an athletic and academic scholarship. He graduated magna cum laude, majoring in strategic business management and corporate finance. He also attended Law School at the University of Miami.

 

Jeramey holds the professional designation of Chartered Retirement Planning Counselor® (CRPC®) and holds his Life and Long-Term Care Insurance Agent License, FINRA 7 and FINRA 66 registrations, and he is registered to do business in many states across the country.

 

Outside the office, Jeramey volunteers as the head coach of the Central Kitsap junior varsity boys baseball team. He also enjoys spending time with family and friends and stays active by backpacking, playing golf, racquetball and softball. He is always looking for the next adventure.

 

 

 

CONTACT
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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services, Inc. Silverdale, WA Mar 2021 - Current 3
Raymond James Financial Services Advisors, Inc. Silverdale, WA Mar 2021 - Current 3
Sound Harbor Financial LLC Silverdale, WA Mar 2021 - Current 3
Edward Jones Tempe, AZ Aug 2012 - Mar 2021 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Jeramey Probert
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
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)
  • Educational seminars/workshops
  • Other
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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