Jeremy C. Mayfield

ALLSTATE FINANCIAL ADVISORS

Webster, TX 77598-2033

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CRD#: 5424436

Professional summary

Jeremy Craig Mayfield, who also goes by Jeremy Craig Mayfield, Jeremy Mayfield, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Webster, Texas and ALLSTATE FINANCIAL SERVICES, LLC located in Webster, Texas.

Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jeremy has worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy Craig Mayfield | Jeremy Mayfield

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 MAYFIELD RENTAL POSITION: own NATURE: landlord INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2012 ADDRESS: 11603 Radford LN, Houston TX 77099, United States DESCRIPTION: collect rent pay tax JEREMY MAYFIELD POSITION: EFS NATURE: Trail commissions from Everlake and Lincoln Benefit life INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: 149 Magellan Cir Suite A, Webster TX 77598, United States DESCRIPTION: nothing - receiving trail commissions

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Craig Mayfield'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

December 1, 2020 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 149 Magellan Cir Ste A, Webster, TX 77598-2033

RIA

CRD#: 109524

Webster, TX

Current

December 1, 2020 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 149 Magellan Cir Ste A, Webster, TX 77598-2033

CRD#: 18272

Webster, TX

Past

April 18, 2019 - December 3, 2020

W&S BROKERAGE SERVICES, INC.

RIA

CRD#: 8099

HOUSTON, TX

Past

January 18, 2019 - December 3, 2020

W&S BROKERAGE SERVICES, INC.

CRD#: 8099

HOUSTON, TX

Past

August 30, 2018 - November 21, 2018

SECURE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 141195

Tucson, AZ

Past

November 3, 2017 - August 28, 2018

ASSET ALLOCATION STRATEGIES, LLC

RIA

CRD#: 152339

Santa Fe, TX

Past

August 2, 2017 - August 28, 2018

GLP INVESTMENT SERVICES, LLC

CRD#: 25450

FARMINGTON, MI

Past

May 5, 2015 - September 20, 2017

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

RIA

CRD#: 162143

SANTA FE, TX

Past

August 27, 2013 - December 31, 2013

HIGH STREET ASSET MANAGEMENT, LLC

RIA

CRD#: 154981

LEAGUE CITY, TX

Past

October 18, 2007 - March 19, 2008

NEW ENGLAND SECURITIES

CRD#: 615

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".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 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.

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

Texas
(12/1/2020)

IAR

Texas
(12/1/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 8/16/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/27/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/1/2017

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 10/27/2020

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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Contact information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Mailing Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 82,015,793

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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Jeremy C. Mayfield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Craig Mayfield's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

W&S BROKERAGE SERVICES, INC.

W&S BROKERAGE SERVICES, INC.

SECURE INVESTMENT MANAGEMENT, LLC

ASSET ALLOCATION STRATEGIES, LLC

GLP INVESTMENT SERVICES, LLC

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

HIGH STREET ASSET MANAGEMENT, LLC

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/16/2017

Series 65

Date: 8/27/2013

SIE

Date: 8/28/2018

Series 6

Date: 8/1/2017

Series 26

Date: 10/27/2020

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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