Jeremiah James (CRD# 7623341) is an Investment Advisor Representative working at Lido in Dallas, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lido Advisors, LLC | Dallas, TX | Oct 2023 - Current | < 1 |
| Gds Wealth Management | Flower Mound, TX | Feb 2023 - Sep 2023 | < 1 |
| Adaptation Financial | Oklahoma City, OK | Jun 2022 - Feb 2023 | < 1 |
| Armstrong Bank | Norman, OK | Jun 2020 - Jun 2022 | 2 |
| University Of Oklahoma | Norman, OK | Aug 2018 - May 2022 | 3 |
| Ymca | Oklahoma, OK | May 2017 - Jul 2018 | 1 |
| Topgolf | Oklahoma City, OK | May 2015 - Apr 2017 | 1 |
| Homeschool | Oklahoma City, OK | Oct 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- CA
- TX
-
Total Assets Under Management19,656MILLIONS
-
Total Number of Accounts19,744ACCOUNTS
-
Average Account Value$995,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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