JB
Jeremy W. Biar
BIAR LEGACY
HOUSTON, TX
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CRD#: 6593832
JB
Professional summary
Jeremy Wayne Biar is a registered financial advisor currently at BIAR LEGACY, LLC located in Houston, Texas.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jeremy has worked at 1 firm and has passed the Series 65 exam.
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.
I (Jeremy Wayne Biar) am not engaged in any investment-related business or occupation other than BIAR Legacy, LLC. I do not receive commissions, bonuses, or any other compensation based on the sale of securities or other investment products. As such, I am not incentivized to recommend investment products based on compensation received (i.e., there are no material conflicts of interest regarding my role as Managing Member or the client-first nature of my financial advice). Big picture, my mission is to serve people's financial well-beings. By and large, the way that I accomplish this is by advising clients via BIAR Legacy, LLC. And while I have no other business activities that represent a substantial amount of my income or time, I've found that some people have financial needs that are outside the scope of investments and planning. I want to help them, too, if I can. Towards that end, I co-founded a budget software called BudgetForLife. It's a paid software-as-a-service that combines the privacy and customization of a spreadsheet with the features and functionality of an app. Beyond BudgetForLife, I also create video content and host an online community (some of which is paid), in an effort to provide accessible, trustworthy financial education. For aspiring entrepreneurs, I've made myself available as a business coach. The content, community, and coaching simply operate under my name (Jeremy Biar). All of these businesses correspond to the same physical address (10 B W Shady Ln Houston, TX 77063), with my involvement beginning in June 2024. Cumulatively, my outside business activities account for less than 10% of my working time and less than 10% of my income, rendering them not substantial and therefore not requiring this disclosure. Still, I consider these efforts complementary in nature to BIAR Legacy and aligned with my passion for financial empowerment. I do not hold any official positions at these ventures other than founder or cofounder, and I do not have any specific duties I am obligated to meet with any type of regularity. They are more akin to hobbies or philanthropies than businesses at this stage - simply outlets for my creative energy and an effort to positively impact people's lives. As such, I may spend on average 10-20 hours in a month on these projects, 5-10 hours of which occurring during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Wayne Biar'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
September 2, 2021 - Present
BIAR LEGACY, LLC
RIA
CRD#: 315472
HOUSTON, TX
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
Arkansas(11/17/2021)
IAR
Texas(9/2/2021)
Current Firm
BL
BIAR LEGACY, LLC
BIAR LEGACY, LLC
CRD#: 315472 / SEC#:
Arkansas
Registered Investment Advisory firm - (11/17/2021 Approved)Texas
Registered Investment Advisory firm - (8/4/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Houston, TX
Mailing Address
Phone number
(832) 387-8905
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 45 |
| AUM (Assets Under Management) | $ 5,447,501 |
Red Flags
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