Jeremy
Pennington
S.B. Value Partners, L.P
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About this Advisor
Jeremy Pennington is a financial advisor based in Bloomington, Indiana with a total of 6 years of industry experience. Pennington is an employee of S.B. Value Partners, L.P. Their career trajectory has included roles at Investment Professionals Inc, S.B. Value Partners and Roc Investments. Pennington has a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Colorado and Indiana. S.B. Value Partners, L.P is a registered investment firm that has its headquarters in San Antonio, TX. The company has offices in six locations and a total of 14 advisors. It manages $4 billion in total assets between its 114 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 114 customer accounts, just 10% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business has a set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors are based on the type of financial services offered. Fee types billed by S.B. Value Partners, L.P most likely are comprised of any combination of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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S.B. Value Partners, L.P Brokerage Details
$3,873,391,579
14
114
$33,977,119
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jeremy Pennington Work History
Jeremy has been registered as a financial advisor for 6 years.*
Roc Investments
S.B. Value Partners
Investment Professionals Inc
*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 Pennington 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 S.B. Value Partners, L.P
Bloomington, IN
Denver, CO
Tigard, OR
San Antonio, TX
Bozeman, MT
Allentown, PA
San Antonio, TX
San Antonio, TX
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