Jeremy
Smith
Seros Financial, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jeremy Smith is a financial advisor based in Tempe, Arizona, working with Seros Financial, LLC. Jeremy has previously held positions at Seros Financial LLC, Newmark Capital Management, LLC, United Planners' Financial Services, Seros Insurance, Links Medical Group D/B/A Caretrek Medical Group, Ponderosa Management LLC, Links Holding Group, Newmark Capital Management, Links Medical Group Dba Caretrek Mobile Medical, Bronell Inc, Ssjs Holdings LLC, Ponderosa Retreat LLC, Seros Financial, Snowflake High School Football, and Paico LLC. Jeremy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Jeremy is part of Seros Financial, LLC, which operates out of Tempe, Arizona. The firm has 5 employees and manages assets totaling $260.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Seros Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Seros Financial, LLC Brokerage Details
$260,841,497
5
890
$293,080
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Jeremy Smith Work History
Paico LLC
Ponderosa Retreat LLC
Ssjs Holdings LLC
Bronell Inc
Links Holding Group
Snowflake High School Football
Ponderosa Management LLC
Seros Insurance
Seros Financial LLC
United Planners' Financial Services
Seros Financial
Links Medical Group D/B/A Caretrek Medical Group
Links Medical Group Dba Caretrek Mobile Medical
Newmark Capital Management, LLC
Newmark Capital Management
Disclosures
Please visit the SEC profile of Jeremy Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seros Financial, LLC
Tempe, AZ
Tempe, AZ
Tempe, AZ
Tempe, AZ
Tempe, AZ
Tempe, AZ
Tempe, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
