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Jeremy J. Squires
COPPELL ADVISORY SOLUTIONS LLC
Cedar Rapids, IA 52402
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CRD#: 6584655
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Professional summary
Jeremy Jeffery Squires, who also goes by Jeremy Jeffrey Squires, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Cedar Rapids, Iowa.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jeremy has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremy Jeffrey Squires
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.
Senior Insurance Marketing - 15 hours per month - Sell and service medicare plans GBL - 5 hours per month - service group health plans Achievement Group - Sells life insurance and annuities Ideal Producers - 15 hours per month - Sell and service annuity products Crump - 2 hours a month. Services existing life insurance contracts
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Jeffery Squires'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
October 3, 2025 - Present
COPPELL ADVISORY SOLUTIONS LLC
Office #1: 373 Collins Rd. Ne Ste 106, Cedar Rapids, IA 52402RIA
CRD#: 156549
Cedar Rapids, IA
Past
October 6, 2017 - December 26, 2024
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
CEDAR RAPIDS, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
COPPELL ADVISORY SOLUTIONS LLC
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | COPPELL ADVISORY SOLUTIONS LLC
CRD#: 156549 / SEC#: 801-72171
RIA
Registered Investment Advisory firm - (2/28/2011 Approved)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
Iowa(10/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CA
COPPELL ADVISORY SOLUTIONS LLC
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | COPPELL ADVISORY SOLUTIONS LLC
CRD#: 156549 / SEC#: 801-72171
RIA
Registered Investment Advisory firm - (2/28/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019
Mailing Address
Phone number
(817) 888-8020
Established
Firm type
Fiscal year end
# of Employees
77
SEC notice filing (50 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,334 |
| AUM (Assets Under Management) | $ 1,077,958,560 |
Red Flags
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Company Information
COPPELL ADVISORY SOLUTIONS LLC
CRD#: 156549Cedar Rapids, IA 52402TRUST BUT VERIFY
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