Jeremy Prickel is a registered investment advisor, based in Eugene, OR, with 20 years of industry experience.
Location
260 Country Club Rd., Ste 100, Eugene, OR, 97401
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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 member of Jones & Roth Financial Advisors, LLC, offering financial services, and a CPA at Oregon Dental CPAs. He spends a few hours per week on each of these investment-related activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
March 2007 - October 2019 · 12 yrs 7 mos
1st Global Capital CORP.Broker
October 2005 - October 2019 · 14 yrs
State Registrations3 states
MTORWA
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.