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JH

Jeremy B. Houy

VICKERMAN INVESTMENT ADVISORS
SPOKANE, WA 99223
Some features on this profile are disabled
CRD#: 4488876
JH

Professional summary

Jeremy Brandon Houy, who also goes by Jeremy Brandon Houy, is a registered financial advisor currently at VICKERMAN INVESTMENT ADVISORS, INC. located in Spokane, Washington.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jeremy has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeremy Brandon Houy

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Brandon Houy's CRS (Customer Relationship Summary).
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®
None

Experience

Current

October 3, 2022 - Present

VICKERMAN INVESTMENT ADVISORS, INC.

Office #1: 4102 S Regal Street Suite 202, Spokane, WA 99223
RIA
CRD#: 313240
SPOKANE, WA
Past

May 11, 2021 - September 19, 2022

M HOLDINGS SECURITIES, INC.

RIA
CRD#: 43285
PORTLAND, OR
Past

May 11, 2021 - September 19, 2022

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
PORTLAND, OR
Past

April 10, 2012 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
SPOKANE, WA
Past

April 10, 2012 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
SPOKANE, WA
Past

August 19, 2011 - February 28, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
SPOKANE, WA
Past

August 3, 2011 - February 28, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
SPOKANE, WA
Past

January 11, 2002 - May 23, 2011

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
SPOKANE, WA

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".
VI
VICKERMAN INVESTMENT ADVISORS, INC.
MY BUCKEY SYSTEM | VICKERMAN INVESTMENT ADVISORS, INC.

CRD#: 313240 / SEC#: 801-120620

RIA
Registered Investment Advisory firm - (3/26/2021 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.

Highlighted states indicate IAR registrations

IAR
Washington
(10/3/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/17/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/17/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/21/2004
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/10/2002
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 12/7/2007
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/29/2005
General Securities Principal Examination

Current Firm

VI
VICKERMAN INVESTMENT ADVISORS, INC.
MY BUCKEY SYSTEM | VICKERMAN INVESTMENT ADVISORS, INC.

CRD#: 313240 / SEC#: 801-120620

RIA
Registered Investment Advisory firm - (3/26/2021 Approved)
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Contact information

Main Address
4102 S Regal Street Suite 202, Spokane, WA 99223
Mailing Address
Phone number
(509) 325-7610
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-2B (6/10/2025)

Regulatory assets under management

Total Number of Accounts1,035
AUM (Assets Under Management)$ 466,604,869

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.

Company Information

VICKERMAN INVESTMENT ADVISORS, INC.

CRD#: 313240Spokane, WA 99223

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