Jeremy
Vernor

Arkadios Wealth Advisors

CRD#3078314
Investment Advisor
in Angleton, TX

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About this Advisor

Jeremy Vernor is a financial advisor based in Angleton, Texas, working with Arkadios Wealth Advisors. Jeremy has previously held positions at The Oak Financial Group, Arkadios Capital, Arkadios Wealth Advisors, and Sagepoint Financial. Jeremy has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Jeremy is part of Arkadios Wealth Advisors, which operates out of Angleton, Texas. The firm has 44 offices and 153 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Arkadios Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

121 E Myrtle St, Ste B
Angleton, TX 77515

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$2,681,123,534

TX Average: $3,570,121,308
Total Number of Employees

153

TX Average: 58
Total Number of Accounts

1

TX Average: 1,608
Average Account Size

$2,681,123,534

TX Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jeremy Vernor Work History

2021 - Present (4 years)

Arkadios Capital

2021 - Present (4 years)

Arkadios Wealth Advisors

2009 - Present (16 years)

The Oak Financial Group

2013 - 2021 (8 years)

Sagepoint Financial

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Disclosures

Please visit the SEC profile of Jeremy Vernor 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 Arkadios Wealth Advisors

Ronald York
Neptune, NJ
Stanton Wheeler
Ponte Vedra Beach, FL
German Chaves
San Juan, PR
Frank Hanna
Berwyn, PA
Jitender Gidwani
Iselin, NJ
Kira Schleicher
Atlanta, GA
Janet Sherry
Neptune, NJ
Eric Sievert
Jacksonville, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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