Jeremiah
Doran

Securities America Advisors, Inc

CRD#1385492
Investment Advisor
in San Diego, CA
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About this Advisor

Jeremiah Doran is a chartered financial consultant operating out of San Diego, California, who has been in the financial industry for 34 years. Doran is an employee of Securities America Advisors, Inc. Throughout their career, Doran has worked at Capital Benefits, Securities America, Inc and Securities America Advisors, Inc. Doran has a Series 63 license, qualifying them as a securities agent, and is approved to operate in California. Securities America Advisors, Inc is an advisory firm that has its headquarters in San Diego, California. It has offices in 1,238 locations and a total of 1,875 employees. It oversees $22 billion in assets under management across its 141,149 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 65 charities and foundations. Of its 141,149 client accounts, just 10% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Securities America Advisors, Inc performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services typically depend on which services the firm provides the client. Fees billed by Securities America Advisors, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

34 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

2247 San Diego Avenue Suite 132
San Diego, CA 92110-2943

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

CA Average: $1,978,216,465
Total Number of Employees

1,992

CA Average: 226
Total Number of Accounts

154,747

CA Average: 7,467
Average Account Size

$141,440

CA Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jeremiah Doran Work History

Jeremiah has 34 years of experience.

2006 - Present (13 years)

Securities America Advisors, Inc

1997 - Present (22 years)

Securities America, Inc

1984 - Present (35 years)

Capital Benefits

Disclosures

Jeremiah Doran has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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