Jeremy
Presley
Alexander Capital Wealth Management LLC
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About this Advisor
Jeremy Presley is a financial advisor who works in Atlanta, Georgia with 3 years of industry experience. Presley is on the advisory team at Alexander Capital Wealth Management LLC. Presley has gained experience at Lcore Wealth Management LLC, Georgia Southern University, Marietta Country Club, Centaurus Financial, Inc and Alexander Capital, L.P. Presley holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Alexander Capital Wealth Management LLC is a company based out of New York, NY. The investment advisory business has offices in 13 locations and a total of 25 people on staff. It administers $79 million in total assets among its 361 client accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Of its 361 client accounts, just 9% belong to high-net-worth clients who have more than $1 million in assets available to invest. Alexander Capital Wealth Management Llc offers portfolio management for individuals and small businesses. Fees for financial advice largely depend on which services the firm provides the client. However, fee types charged by Alexander Capital Wealth Management LLC most likely include some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alexander Capital Wealth Management LLC Brokerage Details
$78,759,127
25
361
$218,169
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jeremy Presley Work History
Jeremy has been registered as a financial advisor for 3 years.*
Alexander Capital, L.P
Lcore Wealth Management LLC
Centaurus Financial, Inc
Alexander Capital, L.P
Marietta Country Club
Georgia Southern University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy Presley 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 Alexander Capital Wealth Management LLC
Staten Island, NY
Glasgow, MO
New York, NY
Atlanta, GA
Alhambra, CA
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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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.
