JH
JH

Jeremy Hearon

24 Years of Experience
Sacramento, CA
1 DisclosureBroker

Jeremy Hearon is a registered investment advisor at Wells Fargo Advisors, based in Sacramento, CA, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

301 University Ave, Suite 101, Sacramento, CA, 95825

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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
July 2008
Denied
Other Business Activities

Jeremy has 100% ownership in GDE Investments, Inc. and 50% ownership in Solis & Hearon, LLC, both investment-related. He also serves as co-trustee for the Solis & Hearon, LLC 401k and is a finance committee member for St. Michael's Episcopal Day School, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Wells Fargo Advisors
May 2023 - Present · 3 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2011 - May 2023 · 11 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
October 2011 - May 2023 · 11 yrs 7 mos
Edward Jones
May 2008 - October 2011 · 3 yrs 5 mos
Edward JonesBroker
May 2008 - October 2011 · 3 yrs 5 mos
Wachovia Securities, LLC
February 2007 - May 2008 · 1 yr 3 mos
Wachovia Securities, LLCBroker
February 2007 - May 2008 · 1 yr 3 mos
Atlas Securities, LLCBroker
January 2002 - February 2007 · 5 yrs 1 mo
Cal Fed InvestmentsBroker
September 2001 - January 2002 · 4 mos
State Registrations32 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.
Jeremy Hearon - Financial Advisor | TrueAdvisor