Jeremy M. Lindsey

CLARITY ADVISORS GROUP

Redlands, CA

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CRD#: 5231102

Professional summary

Jeremy Matthew Lindsey is a registered financial advisor currently at CLARITY ADVISORS GROUP, INC. located in Redlands, California.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jeremy has worked at 3 firms and has passed the Series 65 exam.

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.

JEREMY LINDSEY ENGAGES IN SELLING LIFE INSURANCE AND ANNUITIES AS A SOLE PROPRIETOR. THIS BUSINESS IS ACTIVE AS OF JULY 1, 2020. THIS BUSINESS IS LOCATED AT 1650 LIV COURT, REDLANDS, CA 92374. APPROX 15 HOURS PER WEEK IS COMMITTED TO THIS ACTIVITY. THIS ACTIVITY IS NOT INVESTMENT-RELATED. JEREMY LINDSEY OWNS CLARITY TAX ADVISORS, INC AND IS INVOLVED IN TAX PREPARATION, TAX PLANNING AND CONSULTING, BOOKKEEPING, ACCOUNTING AND BUSINESS CONSULTING. JEREMY OWNS THIS BUSINESS 100% AND HAS BEEN ENGAGED IN THIS ACTIVITY SINCE NOVEMBER 2017. APPROX 15 HOURS PER WEEK IS COMMITTED TO THIS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Matthew Lindsey'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®

None

Experience

Current

September 3, 2020 - Present

CLARITY ADVISORS GROUP, INC.

RIA

CRD#: 308324

Redlands, CA

Past

August 21, 2018 - January 23, 2020

LINDSEY FINANCIAL, INC.

RIA

CRD#: 291971

REDLANDS, CA

Past

February 27, 2014 - September 23, 2018

LINDSEY FINANCIAL, INC.

RIA

CRD#: 147291

REDLANDS, CA

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

California
(9/3/2020)

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

IAR

Series 65

Date: 11/14/2013

Uniform Investment Adviser Law Examination

Current Firm

CLARITY ADVISORS GROUP, INC.

CRD#: 308324 / SEC#:

California

Registered Investment Advisory firm - (9/3/2020 Approved)

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Contact information

Main Address

Redlands, CA

Mailing Address

700 E. Redlands Blvd Ste U760, Redlands, CA 92373

Phone number

(909) 499-2483

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 4,701,184

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeremy M. Lindsey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Matthew Lindsey's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARITY ADVISORS GROUP, INC.

LINDSEY FINANCIAL, INC.

LINDSEY FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/14/2013

Current Firm

CLARITY ADVISORS GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLARITY ADVISORS GROUP, INC.

TRUST BUT VERIFY

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