Jeremy Pennington (CRD# 5697218) is an Investment Advisor Representative working at S.b. Value Partners, LP in Bloomington, IN and has over 6 years of experience in the finance industry.
CRD# 4737760
Edward Jones
CRD# 5480934
J. W. Cole Advisors, Inc.
CRD# 4059124
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Roc Investments | Redding, CA | Mar 2022 - Current | 2 |
| S.b. Value Partners | San Antonio, TX | Jul 2017 - Current | 6 |
| Investment Professionals Inc. | San Antonio, TX | Jun 2013 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- CO
- IN
-
Total Assets Under Management3,548MILLIONS
-
Total Number of Accounts117ACCOUNTS
-
Average Account Value$30,328,098
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, IN, MT, OR, TX
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