JM
Jeremy R. Mcclymonds
FORM PROSPERITY WEALTH ADVISORS
Chandler, AZ 85286
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CRD#: 5606748
JM
Professional summary
Jeremy Robert Bain Mcclymonds, who also goes by Jeremy Mcclymonds, is a registered financial advisor currently at FORM PROSPERITY WEALTH ADVISORS, LLC located in Chandler, Arizona.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeremy has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremy Mcclymonds
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)START DATE 10/2011, I DEVOTE 10 HRS/MO AS AGENT FOR ASH BROKERAGE FKA WARD T BELL & ASSOC. THIS IS INVESTMENT RELATED & MY DUTIES ARE AS AN INDEPENDENT FIXED INSURANCE AGENT. (2) START DATE 5/2005, I DEVOTE 2-3 HRS/MO AS OWNER/MANAGING MEMBER OF ONLY DIRT INVESTMENTS & DEVELOPMENTS, LLC. THIS IS NOT AN INVESTMENT RELATED ACTIVITY & MY DUTIES ARE TO BUY & SELL DIRT. BUSINESS ADDRESS: 2510 E BUENA VISTA PL., CHANDLER, AZ 85249 (3) START DATE 7/2017, I DEVOTE 2-4 HRS/MO AS MANAGING MEMBER OF SENIRJE LLC. THIS IS NOT AN INVESTMENT RELATED ACTIVITY & MY DUTIES ARE TOOL WHOLESALE & RETAIL DISTRIBUTION. BUSINESS LOCATION:2510 E BUENA VISTA PL, CHANDLER, AZ 85249 (4) START DATE 9/2008, I DEVOTE 2-3 HRS/MO AS AGENT FOR DELEX REALTY. THIS IS INVESTMENT RELATED & MY DUTIES ARE AS A REAL ESTATE AGENT. ADDRESS: 1255 W BASELINE RD.#182, MESA, AZ 85202 (5) START DATE 7/2023, I DEVOTE 2-4 HRS/MO AS A MEMBER FOR JEMBJACD, LLC. THIS IS INVESTMENT RELATED & MY DUTIES ARE MANAGING THE FINANCIALS OF THE LLC. ADDRESS: 2510 EAST BUENA VISTA PLACE, CHANDLER, AZ 85249 (6) START DATE 7/2023, I DEVOTE 2-4 HRS/MO AS A MEMBER FOR JEMBJACD FUND, LLC. THIS IS INVESTMENT RELATED & MY DUTIES ARE MANAGING THE FINANCIALS OF THE LLC. ADDRESS: 2510 EAST BUENA VISTA PLACE, CHANDLER, AZ 85249 (7) START DATE 11/2023, I DEVOTE 2-4 HRS/MO AS A MEMBER FOR SWASHBUCKLERS FUND, LLC. THIS IS INVESTMENT RELATED & MY DUTIES ARE MANAGING THE FINANCIALS OF THE LLC. ADDRESS: 2510 EAST BUENA VISTA PLACE, CHANDLER, AZ 85249 (8) START DATE 11/2023, I DEVOTE 10-20 HRS/MO AS A MEMBER FOR SWASHBUCKLERS, LLC. THIS IS NOT INVESTMENT RELATED & MY DUTIES ARE MANAGING THE FINANCIALS OF THE LLC. ADDRESS: 2510 EAST BUENA VISTA PLACE, CHANDLER, AZ 85249
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Robert Bain Mcclymonds'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®
NoneExperience
Current
May 26, 2020 - Present
FORM PROSPERITY WEALTH ADVISORS, LLC
Office #1: 1490 South Price Road, Suite #105, Chandler, AZ 85286RIA
CRD#: 307792
Chandler, AZ
Past
August 29, 2017 - June 3, 2020
CROWN CAPITAL SECURITIES, L.P.
BD
CRD#: 6312
CHANDLER, AZ
Past
August 15, 2017 - May 26, 2020
CLARUS WEALTH ADVISORS, LLC
RIA
CRD#: 281160
Chandler, AZ
Past
October 10, 2011 - August 30, 2017
WFG ADVISORS, LP
RIA
CRD#: 125073
CHANDLER, AZ
Past
October 7, 2011 - August 30, 2017
WFG INVESTMENTS, INC.
BD
CRD#: 22704
CHANDLER, AZ
Past
May 12, 2009 - October 10, 2011
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CHANDLER, AZ
Past
December 3, 2008 - October 10, 2011
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CHANDLER, AZ
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
Alaska(10/23/2020)
IAR
Arizona(6/2/2020)
IAR
Colorado(3/12/2021)
IAR
Texas(5/26/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/22/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
FP
FORM PROSPERITY WEALTH ADVISORS, LLC
FORM PROSPERITY WEALTH ADVISORS, LLC
CRD#: 307792 / SEC#:
Alaska
Registered Investment Advisory firm - (10/20/2020 Approved)Arizona
Registered Investment Advisory firm - (6/2/2020 Approved)Colorado
Registered Investment Advisory firm - (3/12/2021 Approved)Texas
Registered Investment Advisory firm - (11/21/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1490 South Price Road, Suite #105, Chandler, AZ 85286
Mailing Address
Phone number
(480) 382-3676
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 464 |
| AUM (Assets Under Management) | $ 96,837,489 |
Red Flags
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