JM
JM

Jeremy Mccord

21 Years of Experience
Sacramento, CA
Broker

Jeremy Mccord is a registered investment advisor, based in Sacramento, CA, with 21 years of industry experience.

Location

Sacramento, CA

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History

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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Employment History
Current Registrations
Alight Financial Solutions, LLC
June 2020 - Present · 5 yrs 11 mos
Alight Financial Advisors, LLC
June 2020 - Present · 5 yrs 11 mos
Alight Financial Solutions, LLCBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Aon Hewitt Financial Advisors, LLC
April 2013 - November 2019 · 6 yrs 7 mos
Alight Financial Solutions, LLCBroker
November 2012 - November 2019 · 7 yrs
Lincoln Financial Advisors CorporationBroker
January 2010 - November 2012 · 2 yrs 10 mos
Bancwest Investment Services, INC.Broker
May 2006 - January 2009 · 2 yrs 8 mos
Citicorp Investment ServicesBroker
October 2005 - May 2006 · 7 mos
A. G. Edwards & Sons, INC.
March 2005 - September 2005 · 6 mos
A. G. Edwards & Sons, INC.Broker
March 2005 - September 2005 · 6 mos
E*trade Securities LLCBroker
July 2002 - April 2005 · 2 yrs 9 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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 Mccord - Financial Advisor | TrueAdvisor