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Jeremy Commeret

22 Years of Experience
Visalia, CA
1 DisclosureBrokerSells Insurance

Jeremy Commeret is a registered investment advisor at LPL Financial LLC, based in Visalia, CA, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

2416 W Main Street, Visalia, CA, 93291

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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
September 2011
Denied
Other Business ActivitiesSells Insurance

Jeremy is involved in several business activities, including Hermes Wealth Strategies, Integrated Financial Partners/Wealth Concepts, Apollo Accountancy Solutions, and multiple real estate rental companies. He also coaches for South Valley United Soccer Club and sells non-variable insurance, dedicating about half of his time to Hermes Wealth Strategies, Inc.

Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 1 yr
Integrated Wealth Concepts LLC
April 2019 - Present · 7 yrs 3 mos
LPL Financial LLC
February 2014 - Present · 12 yrs 5 mos
LPL Financial LLCBroker
February 2014 - Present · 12 yrs 5 mos
Previous Registrations
Independent Financial Partners
February 2014 - April 2019 · 5 yrs 2 mos
Waddell & Reed
February 2006 - February 2014 · 8 yrs
Waddell & Reed, INC.Broker
February 2006 - February 2014 · 8 yrs
Linsco/private Ledger CORP.Broker
February 2006 - February 2006 · 0 mos
Linsco/private Ledger CORP.
February 2006 - February 2006 · 0 mos
Waddell & Reed, INC.
September 2003 - February 2006 · 2 yrs 5 mos
Waddell & Reed, INC.Broker
September 2003 - February 2006 · 2 yrs 5 mos
State Registrations23 states
ARAZCACOCTDCFLHIIAIDINMOMTNENVNYOHRITNTXUTWAWI
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.