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JP

Jeremy L. Pardue

ATLAS WEALTH MANAGEMENT
SOUTH EUCLID, OH
Some features on this profile are disabled
CRD#: 6133445
JP

Professional summary

Jeremy Lee Pardue, who also goes by Jeremy Pardue, is a registered financial advisor currently at ATLAS WEALTH MANAGEMENT located in South Euclid, Ohio.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jeremy has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeremy Pardue

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) JEREMY L. PARDUE; INVESTMENT RELATED; 13439 COUNTY ROAD 7-2, DELTA, OH 43515; INSURANCE PRODUCTION ACTIVITIES; INDEPENDENT INSURANCE PRODUCER; 11/2017; APPROX. 20 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Lee Pardue'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

June 4, 2024 - Present

ATLAS WEALTH MANAGEMENT

RIA
CRD#: 331239
SOUTH EUCLID, OH
Past

May 30, 2021 - March 13, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
LYONS, OH
Past

May 24, 2021 - March 13, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
LYONS, OH
Past

January 5, 2021 - May 28, 2021

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Maumee, OH
Past

September 16, 2020 - May 28, 2021

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Lyons, OH
Past

February 29, 2016 - January 18, 2018

WADDELL & REED

RIA
CRD#: 866
DUBLIN, OH
Past

February 29, 2016 - January 18, 2018

WADDELL & REED

BD
CRD#: 866
DUBLIN, OH
Past

February 7, 2013 - March 1, 2016

EDWARD JONES

RIA
CRD#: 250
NASHVILLE, TN
Past

December 20, 2012 - March 1, 2016

EDWARD JONES

BD
CRD#: 250
NASHVILLE, TN

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
Ohio
(6/4/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/6/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/4/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/18/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/19/2012
General Securities Representative Examination

Current Firm

AW
ATLAS WEALTH MANAGEMENT
ATLAS WEALTH MANAGEMENT | ATLAS WEALTH MANAGEMENT LLC

CRD#: 331239 / SEC#:

Ohio
Registered Investment Advisory firm - (6/4/2024 Approved)
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Contact information

Main Address
South Euclid, OH
Mailing Address
Phone number
(419) 270-4026
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts7
AUM (Assets Under Management)$ 2,696,102

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

ATLAS WEALTH MANAGEMENT

CRD#: 331239South Euclid, OH

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