Jhereg Fillmore
Jhereg Fillmore is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Greensboro, NC, with 8 years of industry experience. Jhereg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
3816 North Elm Street, Suite A, Greensboro, NC, 27455
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jhereg works as an insurance agent for multiple insurance brokerages, including Penn Mutual Life products and Elevate Financial Group. These activities, involving insurance sales and service, take about half of Jhereg's time for each brokerage, and nearly full-time for Elevate Financial Group.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Jackson National Life Distributors LLCBroker
State Registrations27 states
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