Jeremy Chambers

THE HOURLY ADVISOR LLC

Charlotte, NC

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CRD#: 6440019

Professional summary

Jeremy Chambers, CFP® is a registered financial advisor currently at THE HOURLY ADVISOR LLC located in Charlotte, North Carolina.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeremy has worked at 6 firms and has passed the Series 66, SIE and Series 7 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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Chambers'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®

CFP^®

Certified Financial Planner

Experience

Current

April 22, 2024 - Present

THE HOURLY ADVISOR LLC

RIA

CRD#: 330489

Charlotte, NC

Past

July 31, 2020 - April 10, 2024

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Charlotte, NC

Past

July 14, 2020 - April 10, 2024

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

Past

August 28, 2017 - July 16, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Charlotte, NC

Past

August 28, 2017 - July 16, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Charlotte, NC

Past

July 31, 2015 - July 6, 2017

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

CHARLOTTE, NC

Past

July 31, 2015 - July 6, 2017

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

CHARLOTTE, NC

Past

March 19, 2015 - July 22, 2015

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

Charlotte, NC

Past

February 21, 2015 - July 22, 2015

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

Charlotte, NC

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

New Jersey
(2/10/2025)

IAR

New York
(8/8/2025)

IAR

North Carolina
(4/22/2024)

IAR

Texas
(12/11/2024)

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: 3/17/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/21/2015

General Securities Representative Examination

Current Firm

THE HOURLY ADVISOR LLC

THE HOURLY ADVISOR | THE HOURLY ADVISOR LLC

CRD#: 330489 / SEC#:

New Jersey

Registered Investment Advisory firm - (2/10/2025 Approved)

New York

Registered Investment Advisory firm - (8/8/2025 Approved)

North Carolina

Registered Investment Advisory firm - (4/22/2024 Approved)

Texas

Registered Investment Advisory firm - (12/11/2024 Conditional Restricted)

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Contact information

Main Address

Charlotte, NC

Mailing Address

Phone number

(704) 363-2566

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 Chambers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

THE HOURLY ADVISOR LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/17/2015

SIE

Date: 10/1/2018

Series 7

Date: 2/21/2015

Current Firm

THE HOURLY ADVISOR LLC

Contact information

Documents

Red Flags

Company Information

THE HOURLY ADVISOR LLC

TRUST BUT VERIFY

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