JB
JB

Jeremy Browning

28 Years of Experience
McKenzie, TN
1 DisclosureBrokerSells Insurance

Jeremy Browning is a registered investment advisor at Cetera Investment Advisers LLC, based in McKenzie, TN, with 28 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

1751 Cedar Street STE D, McKenzie, TN, 38201

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2022
Denied
Other Business ActivitiesSells Insurance

Jeremy is a part-owner of Browning and Graves, selling fixed insurance and securities products full-time, and an independent insurance agent selling fixed insurance products about 20% of his time. He also has roles in dog breeding, hunting retriever clubs, a bank board, a foundation board, real estate, and fixed insurance sales.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
July 2005 - June 2021 · 15 yrs 11 mos
Voya Financial Advisors, INC.Broker
March 2005 - June 2021 · 16 yrs 3 mos
Dortch Securities & Investments, INC.Broker
December 1999 - March 2005 · 5 yrs 3 mos
William E. Hopkins & Associates, INC.Broker
August 1999 - March 2000 · 7 mos
Dominion Investor Services, INC.Broker
December 1997 - August 1999 · 1 yr 8 mos
State Registrations22 states
ALARAZCACOFLILKYMDMIMOMSNCNHNMNYOHPASCTNTXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jeremy Browning - Financial Advisor | TrueAdvisor