JP
JP

Jeremiah Presley

1 Year of Experience
Abilene, TX
Broker

Jeremiah Presley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Abilene, TX, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4601 Buffalo Gap Rd, Suite A-1, Abilene, TX, 79606

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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 Activities

Jeremiah coaches at Abilene Christian School and assists the coaching staff at Experience Life International 360, dedicating a few hours per week to each. He also spends about half his time on financial planning, investments, marketing, client management, and market research as an owner of Presley Wealth Stewards.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2025 - Present · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
November 2024 - Present · 1 yr 8 mos
State Registrations7 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jeremiah Presley - Financial Advisor | TrueAdvisor