Jeremy
Robson

Securities America Advisors, Inc

CRD#4147931
Investment Advisor
in La Vista, NE

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Jeremy Robson is an investment advisor whose office is in La Vista, Nebraska. Currently a registered financial advisor with Securities America Advisors, Inc, Robson has 20 years of professional experience as an investment advisor. Robson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Robson is registered to act as a financial advisor based out of Nebraska. The advisor has gained experience at Securities America, Inc, Securities America Advisors, Inc, Kelly'S Little Signers, LLC and Jeremy Robson. Securities America Advisors, Inc is based out of La Vista, Nebraska, and has 1,271 additional locations in the United States. As an advisory firm, Securities America Advisors, Inc oversees $29 billion in assets covering 184,356 client accounts and retains more than 1,989 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the United States. The firm manages 127,618 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Securities America Advisors, Inc can provide 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. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

20 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

12325 Port Grace Blvd.
La Vista, NE 68128-8204

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

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

1,989

NE Average: 226
Total Number of Accounts

184,356

NE Average: 7,467
Average Account Size

$157,439

NE Average: $264,928

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Jeremy Robson Work History

Jeremy has 20 years of experience.

2010 - Present (11 years)

Jeremy Robson

2006 - Present (15 years)

Kelly'S Little Signers, LLC

2004 - Present (17 years)

Securities America Advisors, Inc

2000 - Present (21 years)

Securities America, Inc

Disclosures

Jeremy Robson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mark Larson
Lincoln, NE
Michael Woods
Lake Worth, FL
William Vail
Jacksonville Beach, FL
Myles Maxey
Sacramento, CA
Marshall Matulia
Fayetteville, GA
Dustin Zuck
La Vista, NE
Christina Wolfe
Buffalo, NY
Hannah Rawls
Cincinnati, OH

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started