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Jeremy Siragusa

26 Years of Experience
Omaha, NE
1 DisclosureBroker

Jeremy Siragusa is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Omaha, NE, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

14010 Fnb Parkway, Suite 420, Omaha, NE, 68154

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History

Regulatory History (1)
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Customer Dispute
January 2008
Denied
Other Business Activities

Jeremy works as a Program Manager for First Investments & Planning, a support company/DBA. This takes more than full-time hours, with a significant portion during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2015 - Present · 10 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
First National Capital Markets, INC.
May 2010 - June 2015 · 5 yrs 1 mo
First National Capital MarketsBroker
April 2010 - June 2015 · 5 yrs 2 mos
Waddell & Reed, INC.
May 2006 - March 2010 · 3 yrs 10 mos
Waddell & Reed, INC.Broker
May 2006 - March 2010 · 3 yrs 10 mos
Qa3 Financial CORP.Broker
January 2006 - April 2006 · 3 mos
Ameritrade, INC.Broker
March 2000 - October 2005 · 5 yrs 7 mos
AmeritradeBroker
July 1999 - December 2001 · 2 yrs 5 mos
State Registrations50 states
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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.