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.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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 |
- ID
- WA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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