JV
Jeremy J. Vernor
ARKADIOS WEALTH ADVISORS
Angleton, TX 77515
Some features on this profile are disabled
CRD#: 3078314
JV
Professional summary
Jeremy Joseph Vernor, who also goes by Jeremy J Vernor, is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in Angleton, Texas and ARKADIOS CAPITAL located in Angleton, Texas.
Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jeremy has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremy J Vernor
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Fixed insurance business, Not Investment related, 121 E. Myrtle St Ste B Angleton TX, Owner, Nature: Sole proprietorship, 4 hrs/month, 3hrs/month during trading hrs, Started 05/19/2004. 2. Oak Financial Properties, LLC, Not investment related, 411 West Brazos Avenue, West Columbia TX 77486, Position: Owner, Future office location for The Oak Financial Group, 0 hrs/month, started 10/1/2021, Description: Office building purchased to update and eventually use for The Oak Financial Group. 3. Cosmo Creations, LLC, Not Investment related, 89 Rosewood ST, Lake Jackson TX, Managing member, Nature: LLC, 5hrs/month, 0hrs during trading hrs. started: 07/22/2014, make executive decisions & provide initial funding. 4. House Rental, Not investment related, Lake Jackson TX, Owner: House rental, 1hr/month, 0hrs/month during trading hrs, started: 06/01/2014, Collect rents/arrange repairs/approve renters with agent. 5. Brazoria County Community Foundation, Is Not Investment Related, 104 West Myrtle #204, Angleton, TX, 77515, United States, Charitable organization, Board member/Finance committee chair, 7/1/2017, 2 hours per month, 0 hours per month during trading hours, No Compensation Compensation, EXECUTIVE COMMITTEE; (a)Composition and Appointment. The Executive Committee shall consist of not less than seven (7) nor more than ten (10) members, including the Chairperson of the Board of Directors, the President, the Vice President of Development, the Vice President of Finance, the Vice President of Disbursements, the Secretary and the Treasurer of the Corporation, together with additional members who will be appointed by the Board of Directors of the Community Foundation of Brazoria County, Texas. The President of the Corporation shall serve as Chairperson of the Executive Committee. (b)Authority and Functions. When the Board is not in session, the Executive Committee shall have and exercise all of the authority of the Board in the management of the Corporation, except as such authority is limited by statute or by resolution creating or otherwise controlling the Executive Committee. 6. Pulliam Creek Wealth Management, LLC,Is Investment Related, 121 E. Myrtle St. Ste B., Angleton, TX, 77515-4720, United States, Wealth Management, Member, 7/22/2025, 40 hrs/month, 40 hrs/month during trading hrs, entity was established on the recommendation of my CPA for tax purposes. The nature and scope of my prior duties does not change with the creation of this entity and hours worked at this OBA are redundantly stated to hours worked at my primary duties associated with The Oak Financial Group.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Joseph Vernor's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 4, 2021 - Present
ARKADIOS WEALTH ADVISORS
Office #1: 121 E Myrtle St, Ste B, Angleton, TX 77515RIA
CRD#: 288863
Angleton, TX
Current
October 4, 2021 - Present
ARKADIOS CAPITAL
Office #1: 121 E Myrtle St, Ste B, Angleton, TX 77515BD
CRD#: 282710
Angleton, TX
Past
November 19, 2013 - October 18, 2021
OSAIC SERVICES, INC.
RIA
CRD#: 133763
ANGLETON, TX
Past
November 18, 2013 - October 18, 2021
OSAIC SERVICES, INC.
BD
CRD#: 133763
ANGLETON, TX
Past
September 30, 2013 - November 18, 2013
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
ANGLETON, TX
Past
September 30, 2013 - November 18, 2013
SECURITIES AMERICA, INC.
BD
CRD#: 10205
ANGLETON, TX
Past
February 6, 2009 - October 23, 2013
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
ANGLETON, TX
Past
February 6, 2009 - October 23, 2013
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
ANGLETON, TX
Past
March 21, 2005 - February 12, 2009
LPL FINANCIAL LLC
RIA
CRD#: 6413
ANGLETON, TX
Past
March 2, 2005 - February 12, 2009
LPL FINANCIAL LLC
BD
CRD#: 6413
ANGLETON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - (7/17/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/8/2022)
RR
California(10/4/2021)
RR
Colorado(6/2/2022)
RR
Florida(10/4/2021)
RR
Louisiana(10/4/2021)
RR
Maryland(10/4/2021)
RR
Missouri(6/25/2025)
RR
North Carolina(2/2/2023)
RR
South Carolina(8/28/2025)
RR
Texas(10/4/2021)
IAR
Texas(10/4/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
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Contact information
Main Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Mailing Address
Phone number
(404) 445-0035
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,091 |
| AUM (Assets Under Management) | $ 3,856,398,203 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
