Jeremy Callegan
Jeremy Callegan is a registered investment advisor at Cetera Investment Advisers LLC, based in New Orleans, LA, with 10 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
880 West Commerce Rd, Suite 404, New Orleans, LA, 70123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeremy is the President of the Shaw Alumni Association, a volunteer position. He also works full-time as a Financial Advisor at CoSource Financial Group, specializing in corporate retirement plans, and assists with real estate investment property analysis for Callegan Enterprises, LLC, a family real estate holding company.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
John Hancock Distributors LLCBroker
State Registrations5 states
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