Jeremy Stauss is a CFP-designated registered investment advisor, based in Dallas, TX, with 25 years of industry experience.
Location
100 Crescent Ct, Ste 1000, Dallas, TX, 75201
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jeremy is a board member of the Epilepsy Foundation of Texas, dedicating minimal time. Jeremy is also a member of Wendeb Properties LLC, a rental property, dedicating minimal time.
Employment History
Current Registrations
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
June 2018 - February 2021 · 2 yrs 8 mos
Bb&t Securities, LLCBroker
June 2018 - February 2021 · 2 yrs 8 mos
Umb Financial Services, INC.Broker
August 2016 - May 2018 · 1 yr 9 mos
Umb Financial Services, INC.
August 2016 - May 2018 · 1 yr 9 mos
Bb&t Investment Services, INC.Broker
April 2016 - August 2016 · 4 mos
Bb&t Investment Services, INC.
April 2016 - August 2016 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - April 2016 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - April 2016 · 6 yrs 6 mos
Banc of America Investment Services, INC.
January 2008 - October 2009 · 1 yr 9 mos
Banc of America Investment Services, INC.Broker
January 2008 - October 2009 · 1 yr 9 mos
Wachovia Securities, LLCBroker
February 2006 - January 2008 · 1 yr 11 mos
Wachovia Securities, LLC
February 2006 - January 2008 · 1 yr 11 mos
Chase Investment Services CORP.
April 2003 - March 2006 · 2 yrs 11 mos
Chase Investment Services CORP.Broker
September 2000 - March 2006 · 5 yrs 6 mos
State Registrations1 state
TX
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.