Jeremy Bass
Jeremy Bass is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Edmond, OK, with 22 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
Firm Size
IM Fee
Assets Under Management
Location
2964 Via Esperanza, Edmond, OK, 73013
Get directionsHistory
Regulatory History (2)
Judgment / Lien
August 2016Judgment / Lien
June 2015Other Business Activities
Jeremy is a partner in AAMS R Blessings LLC, managing the office building where his firm is a tenant, dedicating minimal time. He is also a co-owner/financial advisor for Bass Investment Group, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations14 states
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.