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JM

Jeremy M. Mcroberts

STARTENGINE PRIMARY
BURBANK, CA 91505
Some features on this profile are disabled
CRD#: 5608748
JM
Jeremy Michal McrobertsSTARTENGINE PRIMARY

Professional summary

Jeremy Michal Mcroberts, who also goes by Jeremy Michal Mcroberts, Jeremy Mcroberts, is a registered financial professional currently at STARTENGINE PRIMARY LLC located in Burbank, California.

Jeremy is registered as a RR (Registered Representative) and started their career in finance in 2009. Jeremy has worked at 7 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.

Aliases

Jeremy Michal Mcroberts | Jeremy Mcroberts

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) - BD

Click below to view Jeremy Michal Mcroberts'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

September 23, 2026 - Present

STARTENGINE PRIMARY LLC

Office #1: 4100 W Alameda Avenue 3rd Floor, Burbank, CA 91505
BD
CRD#: 291773
BURBANK, CA
Past

February 23, 2024 - May 14, 2024

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

April 3, 2023 - May 14, 2024

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Seattle, WA
Past

November 10, 2020 - April 3, 2023

PERSONAL CAPITAL ADVISORS CORPORATION

RIA
CRD#: 155172
Vancouver, WA
Past

August 7, 2015 - September 5, 2019

FISHER INVESTMENTS

RIA
CRD#: 107342
CAMAS, WA
Past

December 7, 2012 - May 11, 2015

NYLIFE SECURITIES LLC

BD
CRD#: 5167
RENO, NV
Past

January 14, 2009 - October 14, 2011

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
RENO, NV

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
Colorado
(9/23/2026)
RR
Connecticut
(9/24/2026)
RR
District of Columbia
(9/23/2026)
RR
Florida
(9/23/2026)
RR
Idaho
(9/24/2026)
RR
Louisiana
(9/23/2026)
RR
Maryland
(9/23/2026)

Exams

What does exam status mean?
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 2/12/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
PR
Series 65
Status Unavailable
Passed: 8/7/2015
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Status Unavailable
Passed: 9/23/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 2/8/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Status Unavailable
Passed: 1/13/2009
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SP
STARTENGINE PRIMARY LLC
STARTENGINE PRIMARY LLC

CRD#: 291773 / SEC#: , 8-70060

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
4100 W Alameda Avenue 3rd Floor, Burbank, CA 91505
Mailing Address
4100 W Alameda Avenue 3rd Floor, Burbank, CA 91505
Phone number
(800) 469-5785
Established
Delaware since 10/12/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STARTENGINE CROWDFUNDING INC.SOLE SHAREHOLDER
MARKS, HOWARD EDWARDCEO6617096
REYES, JONATHAN ALEXANDERCCO6654501
STRASSMAN, HUNTER DALLASFINOP6867203

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.

Company Information

STARTENGINE PRIMARY LLC

CRD#: 291773Burbank, CA 91505

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