JC
CFP
JC
CFP

Jeremy Chambers

10 Years of Experience
Charlotte, NC

Jeremy Chambers is a CFP-designated registered investment advisor at The Hourly Advisor LLC, based in Charlotte, NC, with 10 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

The Hourly Advisor charges $300 per hour for financial planning services. The final fee is negotiable and will be outlined in the advisory contract. A portion of the fee is collected in advance, with the remainder due upon completion of services.

Hourly Rate:$300/hr
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JC
Jeremy Chambers

Location

Charlotte, NC

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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
The Hourly Advisor LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Vanguard Advisers, INC.
July 2020 - April 2024 · 3 yrs 9 mos
Vanguard Marketing CorporationBroker
July 2020 - April 2024 · 3 yrs 9 mos
Charles Schwab & CO., INC.Broker
August 2017 - July 2020 · 2 yrs 11 mos
Charles Schwab & CO., INC.
August 2017 - July 2020 · 2 yrs 11 mos
PNC Investments
July 2015 - July 2017 · 2 yrs
PNC InvestmentsBroker
July 2015 - July 2017 · 2 yrs
Securian Financial Services, INC.
March 2015 - July 2015 · 4 mos
Securian Financial Services, INC.Broker
February 2015 - July 2015 · 5 mos
State Registrations4 states
NCNJNYTX
Advisor

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.
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Jeremy Chambers
Jeremy Chambers - Financial Advisor | TrueAdvisor