Jeremy B. Joiner

STRATEGIC ADVISORY SERVICES, L.L.C.

Houston, TX 77042

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CRD#: 4969634

Professional summary

Jeremy Brandon Joiner, CFP®, who also goes by Jeremy Brendon Joiner, is a registered financial advisor currently at STRATEGIC ADVISORY SERVICES, L.L.C. located in Houston, Texas.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jeremy has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy Brendon Joiner

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 Joiner'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

June 26, 2012 - Present

STRATEGIC ADVISORY SERVICES, L.L.C.

Office #1: 10333 Richmond Ave. Suite 720, Houston, TX 77042

RIA

CRD#: 108706

Houston, TX

Past

June 19, 2012 - September 9, 2014

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

HOUSTON, TX

Past

June 19, 2012 - September 9, 2014

INVEST FINANCIAL CORPORATION

CRD#: 12984

HOUSTON, TX

Past

July 16, 2010 - August 19, 2010

GIRARD SECURITIES, INC.

CRD#: 18697

HOUSTON, TX

Past

March 3, 2010 - August 17, 2010

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

HOUSTON, TX

Past

May 1, 2009 - January 15, 2010

STRATEGIC ADVISORY SERVICES, L.L.C.

RIA

CRD#: 108706

HOUSTON, TX

Past

April 11, 2007 - January 19, 2010

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

HOUSTON, 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".

STRATEGIC ADVISORY SERVICES, L.L.C.

STRATEGIC ADVISORY SERVICES INC | STRATEGIC ADVISORY SERVICES, L.P. | STRATEGIC ADVISORY SERVICES, L.L.C.

CRD#: 108706 / SEC#: 801-113260

RIA

Registered Investment Advisory firm - (5/21/2018 Approved)

Louisiana

Registered Investment Advisory firm - (6/6/2018 Terminated)

Texas

Registered Investment Advisory firm - (6/5/2018 Terminated)

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).

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

Louisiana
(11/2/2012)

IAR

Texas
(6/26/2012)

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: 3/20/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/10/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 7/15/2010

General Securities Representative Examination

Current Firm

STRATEGIC ADVISORY SERVICES, L.L.C.

STRATEGIC ADVISORY SERVICES INC | STRATEGIC ADVISORY SERVICES, L.P. | STRATEGIC ADVISORY SERVICES, L.L.C.

CRD#: 108706 / SEC#: 801-113260

RIA

Registered Investment Advisory firm - (5/21/2018 Approved)

Louisiana

Registered Investment Advisory firm - (6/6/2018 Terminated)

Texas

Registered Investment Advisory firm - (6/5/2018 Terminated)

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Contact information

Main Address

10333 Richmond Ave. Suite 720, Houston, TX 77042

Mailing Address

Phone number

(713) 977-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATEGIC ADVISORY SERVICES, LLC ADV PART 2A FIRM BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts	404
AUM (Assets Under Management)	$ 168,317,218

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.

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Advisor Monitoring

Firm Stability Insights

Jeremy B. Joiner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Brandon Joiner's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

GIRARD SECURITIES, INC.

UNITED CAPITAL FINANCIAL ADVISORS

STRATEGIC ADVISORY SERVICES, L.L.C.

INVEST FINANCIAL CORPORATION

Primary Firm SEC Registration

STRATEGIC ADVISORY SERVICES, L.L.C.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/20/2014

Series 65

Date: 4/10/2007

Series 7

Date: 7/15/2010

Current Firm

STRATEGIC ADVISORY SERVICES, L.L.C.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC ADVISORY SERVICES, L.L.C.

TRUST BUT VERIFY

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