Jeremy
Priar

Hornor, Townsend & Kent, LLC

CRD#5655439
Investment Advisor
in Conshohocken, PA

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About this Advisor

Jeremy Priar is a financial advisor operating out of Conshohocken, Pennsylvania with 1 year of relevant experience. Priar is an employee of Hornor, Townsend & Kent, LLC. Their career trajectory has included roles at Aig, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Bastian Custom Homes, 13 Stripes LLC, Mil-Spec Fitness Gear, Hornor, Townsend, & Kent LLC and Penn Mutual Life Insurance Company. Priar holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. Hornor, Townsend & Kent, LLC is a registered investment business that has its headquarters in Horsham, PA. The investment advisory business has offices in 172 locations and a total of 471 employees. It oversees $7 billion in assets across its 27,773 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 21 charitable organizations. Of its 27,773 client accounts, just 14% belong to high-net-worth investors who have at least $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on which service is offered. Fee types charged by Hornor, Townsend & Kent, LLC likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

161 Washington Street Floor 11, Suite 1111
Conshohocken, PA 19428

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$7,114,905,281

PA Average: $15,833,994,310
Total Number of Employees

471

PA Average: 41
Total Number of Accounts

27,773

PA Average: 3,342
Average Account Size

$256,181

PA Average: $4,737,880

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

Jeremy Priar Work History

Jeremy has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Hornor, Townsend, & Kent LLC

2022 - Present (2 years)

Penn Mutual Life Insurance Company

2018 - 2022 (4 years)

Mutual Of Omaha Investor Services

2018 - 2022 (4 years)

Mutual Of Omaha Insurance Company

2017 - 2018 (1 year)

Hornor Townsend & Kent Inc

2016 - 2018 (2 years)

Penn Mutual Life Insurance

2015 - 2016 (1 year)

Aig

2012 - 2017 (5 years)

Mil-Spec Fitness Gear

2011 - 2014 (3 years)

Bastian Custom Homes

2011 - 2016 (5 years)

13 Stripes LLC

*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 Priar 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 Hornor, Townsend & Kent, LLC

Anita Li
Horsham, PA
Jomo Hylton
Rockville, MD
Eric Rhoads
Horsham, PA
Michele Burkholder
Conshohocken, PA
Carlos Suarez
Miami, FL
Richard Weinstein
Doylestown, PA
Christopher Buford
Pearland, TX
Zeeshan Ali
Addison, TX

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.

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