JF
JF

Jeremy Frazie

17 Years of Experience
Portsmouth, OH
BrokerSells Insurance

Jeremy Frazie is a registered investment advisor, based in Portsmouth, OH, with 17 years of industry experience.

Location

701 Chillicothe Street, Suite B, Portsmouth, OH, 45662

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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 is an independent insurance agent for various companies since 2007, dedicating about half his time to this and trading. He also co-owns Ohio Pension Consultants and is an advisory representative of a RIA, in addition to owning several real estate entities and a management company.

Employment History
Current Registrations
Cambridge Investment Research, INC.
June 2014 - Present · 11 yrs 11 mos
Cambridge Investment Research Advisors, INC.
June 2014 - Present · 11 yrs 11 mos
Cambridge Investment Research, INC.Broker
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
Spc
February 2009 - June 2014 · 5 yrs 4 mos
Sammons Securities Company, LLCBroker
February 2009 - June 2014 · 5 yrs 4 mos
State Registrations24 states
AZCAFLGAILINKYLAMIMNMSNCNVOHOKORPASCTNTXUTVAWIWV
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 Frazie - Financial Advisor | TrueAdvisor