JJ
CFP
JJ
CFP

Jeremy Jones

17 Years of Experience
Germantown, TN
BrokerSells Insurance

Jeremy Jones is a CFP-designated registered investment advisor, based in Germantown, TN, with 17 years of industry experience.

Location

2176 West St, Ste 100, Germantown, TN, 38138

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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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Other Business ActivitiesSells Insurance

Jeremy owns Shoemaker Insurance Solutions, is an agent/broker for Shoemaker Financial Fixed Insurance, and owns recreational land. He also serves on the advisory board for the Houston Soccer Booster Club, dedicating a few hours per week to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
July 2008 - August 2023 · 15 yrs 1 mo
Securian Financial Services, INC.Broker
March 2008 - August 2023 · 15 yrs 5 mos
State Registrations27 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 Jones - Financial Advisor | TrueAdvisor