Jeremy S. Andries

FLOURISH FINANCIAL PLANNING

GRAPEVINE, TX 76051

Some features on this profile are disabled

CRD#: 4872998

Professional summary

Jeremy Shawn Andries, CFP® is a registered financial advisor currently at FLOURISH FINANCIAL PLANNING located in Grapevine, Texas.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeremy has worked at 5 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) Andries Tax Service LLC d/b/a Master Plan Tax Services; NOT INVESTMENT RELATED; 12800 Shoreline Dr Ste 290A, Denton TX 76210; TITLE - OWNER/Tax Preparer START - 11/28/2018 APPROXIMATELY 35 HOURS PER WEEK. DUTIES - PREPARE INDIVIDUAL AND SMALL BUSINESS INCOME TAX RETURNS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Shawn Andries'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

February 18, 2020 - Present

FLOURISH FINANCIAL PLANNING

Office #1: 1785 State Hwy 26 Ste 200, Grapevine, TX 76051

RIA

CRD#: 295401

GRAPEVINE, TX

Past

August 17, 2018 - February 13, 2020

MASTER PLAN FINANCIAL ADVISERS

RIA

CRD#: 297207

DENTON, TX

Past

August 12, 2011 - June 19, 2018

GUIDESTONE ADVISORS

RIA

CRD#: 149624

DALLAS, TX

Past

September 9, 2009 - June 19, 2018

GUIDESTONE FINANCIAL SERVICES

CRD#: 148249

DALLAS, TX

Past

February 23, 2006 - September 10, 2009

FORESIDE FUNDS DISTRIBUTORS LLC

CRD#: 31334

DALLAS, TX

Past

November 2, 2004 - August 31, 2005

FORESIDE FUNDS DISTRIBUTORS LLC

CRD#: 31334

PORTLAND, ME

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

Texas
(2/18/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/5/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/1/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/21/2007

Investment Company Products/Variable Contracts Principal Examination

Current Firm

FLOURISH FINANCIAL PLANNING

FLOURISH FINANCIAL PLANNING | SDG FINANCIAL PLANNING, LLC

CRD#: 295401 / SEC#:

Louisiana

Registered Investment Advisory firm - (11/19/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/18/2018 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1785 State Hwy 26 Ste 200, Grapevine, TX 76051

Mailing Address

Phone number

(817) 799-7699

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	171
AUM (Assets Under Management)	$ 28,224,010

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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Sean Leonard

LPL FINANCIAL LLC

IAR

Hurst, TX

Kerry Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

IAR

SOUTHLAKE, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeremy S. Andries

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Shawn Andries's CRS (Customer Relationship Summary).

Certified licenses

Experience

FLOURISH FINANCIAL PLANNING

MASTER PLAN FINANCIAL ADVISERS

GUIDESTONE ADVISORS

GUIDESTONE FINANCIAL SERVICES

FORESIDE FUNDS DISTRIBUTORS LLC

FORESIDE FUNDS DISTRIBUTORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/5/2004

SIE

Date: 6/19/2018

Series 6

Date: 11/1/2004

Series 26

Date: 5/21/2007

Current Firm

FLOURISH FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FLOURISH FINANCIAL PLANNING

TRUST BUT VERIFY

Similar Advisors