Jeremiah Beguesse

BERONE CAPITAL LLC

Acworth, GA

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CRD#: 6121650

Professional summary

Jeremiah Beguesse is a registered financial advisor currently at BERONE CAPITAL LLC located in Acworth, Georgia.

Jeremiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jeremiah has worked at 8 firms and has passed the Series 66, Series 7TO, SIE, Series 7 and Series 56 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremiah Beguesse'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

November 22, 2021 - Present

BERONE CAPITAL LLC

RIA

CRD#: 316412

Acworth, GA

Past

May 11, 2020 - August 2, 2021

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

RIA

CRD#: 157714

Marietta, GA

Past

May 1, 2020 - August 2, 2021

ALEXANDER CAPITAL, L.P.

CRD#: 40077

Atlanta, GA

Past

April 1, 2020 - April 8, 2020

ALEXANDER CAPITAL, L.P.

CRD#: 40077

RED BANK, NJ

Past

January 31, 2019 - April 30, 2020

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

ATLANTA, GA

Past

January 30, 2019 - April 30, 2020

CENTAURUS FINANCIAL, INC.

CRD#: 30833

ATLANTA, GA

Past

January 20, 2017 - July 18, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FORT LAUDERDALE, FL

Past

January 13, 2017 - July 18, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FORT LAUDERDALE, FL

Past

May 26, 2016 - December 2, 2016

MML INVESTORS SERVICES, LLC

CRD#: 10409

FORT LAUDERDALE, FL

Past

March 19, 2015 - October 16, 2015

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

BOCA RATON, FL

Past

November 14, 2012 - September 30, 2013

WTS PROPRIETARY TRADING GROUP LLC

CRD#: 148117

NEW YORK, NY

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

Georgia
(11/22/2021)

IAR

Texas
(12/25/2021)

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 66

Date: 1/18/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/1/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/18/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/2015

General Securities Representative Examination

General Industry/Product Exam

Series 56

Date: 11/12/2012

Proprietary Trader Qualification Examination

Current Firm

BERONE CAPITAL LLC

CRD#: 316412 / SEC#:

Georgia

Registered Investment Advisory firm - (11/22/2021 Approved)

North Carolina

Registered Investment Advisory firm - (5/20/2025 Terminated)

Texas

Registered Investment Advisory firm - (12/25/2021 Conditional Restricted)

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).

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Contact information

Main Address

Acworth, GA

Mailing Address

3595 Canton Road Suite 312-223, Marietta, GA 30066

Phone number

(678) 619-1982

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)	$ 4,088,269

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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Jeremiah Beguesse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremiah Beguesse's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

ALEXANDER CAPITAL, L.P.

ALEXANDER CAPITAL, L.P.

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MML INVESTORS SERVICES, LLC

VOYA FINANCIAL ADVISORS, INC.

WTS PROPRIETARY TRADING GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/18/2017

Series 7TO

Date: 7/1/2024

SIE

Date: 7/18/2018

Series 7

Date: 3/19/2015

Series 56

Date: 11/12/2012

Current Firm

BERONE CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BERONE CAPITAL LLC

TRUST BUT VERIFY

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