Jeremy
Corley
Compass Advisory Partners LLC
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About this Advisor
Jeremy Corley is a financial advisor working in Clarksville, Tennessee with 13 years of relevant experience. Corley is an advisor for Compass Advisory Partners LLC. Their career trajectory has included roles at Fsc Securities Corporation, Compass Advisory Partners LLC, Lion Street Financial and Csenge Advisory Group, LLC. Corley maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Tennessee. Compass Advisory Partners LLC is a registered investment firm operating out of Cookeville, TN. The company has offices in four locations and a total of 15 advisors. It controls $306 million in assets under management between its 1,634 client accounts, placing it among the mid-sized firms in the United States by assets under management. The firm provides services to 18 charities and foundations. Of its 1,634 accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Compass Advisory Partners LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually are based on which services the firm provides the client. However, fee types charged by Compass Advisory Partners LLC most likely include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Advisory Partners LLC Brokerage Details
$305,811,500
15
1,634
$187,155
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeremy Corley Work History
Jeremy has been registered as a financial advisor for 13 years.*
Lion Street Financial
Csenge Advisory Group, LLC
Compass Advisory Partners LLC
Fsc Securities Corporation
*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 Corley 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 Compass Advisory Partners LLC
Cookeville, TN
Clarksville, TN
Cookeville, TN
Clarksville, TN
Cookeville, TN
Cookeville, TN
Cookeville, TN
Cookeville, TN
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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