Jeremy Presley (CRD# 6685733) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Red Bank, NJ and has over 7 years of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alexander Capital, LP | New York, NY | May 2020 - Current | 4 |
| Centaurus Financial, Inc. | Anaheim, CA | Jul 2016 - Current | 7 |
| Lcore Wealth Management LLC | Atlanta, GA | May 2016 - Current | 8 |
| Alexander Capital, LP | New York, NY | Apr 2020 - Apr 2020 | < 1 |
| Georgia Southern University | Statesboro, GA | Jul 2012 - Jun 2016 | 3 |
| Marietta Country Club | Marietta, GA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management121MILLIONS
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Total Number of Accounts531ACCOUNTS
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Average Account Value$227,476
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, CT, FL, GA, LA, MO, NE, NJ, NY, OR, PA, SC, TX, WA
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