JP
Jeremy L. Presley
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
Atlanta, GA 30350
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CRD#: 6685733
JP
Professional summary
Jeremy Landon Presley, who also goes by Jeremy Presley, is a registered financial advisor currently at ALEXANDER CAPITAL WEALTH MANAGEMENT LLC located in Atlanta, Georgia and ALEXANDER CAPITAL, L.P. located in Atlanta, Georgia.
Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jeremy has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremy Presley
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) J Presley Consultation Group, LLC, 11/2022 - to provide financial planning services. Approx 5-10 hours per week. Address: 5030 Ivy Nole, Cumming, GA 30040. 2) 07/2024 - Axio Wealth Strategies, LLC - DBA for Branch and individual. 40 Hours per month during securities trading. Provides investment advisory services. - Investment related. 3) 07/2024 - Self - Enrolled Agent - Tax consultation - 10 hours per month during securities trading. Non-investment related. 4) 01/2024 - Jeremy Presley - Insurance Agent - 9040 Roswell Rd, Ste 375 Atlanta, GA 30350 - Sole Owner - 10 hours per week.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Landon Presley'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
May 27, 2020 - Present
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
Office #1: 9040 Rosewell Road, Suite 350, Atlanta, GA 30350RIA
CRD#: 157714
Atlanta, GA
Current
May 1, 2020 - Present
ALEXANDER CAPITAL, L.P.
Office #1: 9040 Roswell Road, Suite 375, Atlanta, GA 30350BD
CRD#: 40077
Atlanta, GA
Past
April 1, 2020 - April 8, 2020
ALEXANDER CAPITAL, L.P.
BD
CRD#: 40077
RED BANK, NJ
Past
October 17, 2016 - April 30, 2020
CENTAURUS FINANCIAL, INC.
RIA
CRD#: 30833
ATLANTA, GA
Past
July 26, 2016 - April 30, 2020
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
ATLANTA, GA
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".
AC
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC | LCORE WEALTH MANAGEMENT LLC | ARTHUR MORRIS LIFFESTYLE WEALTH MANAGEMENT | ALEXANDER CAPITAL, L.P.
CRD#: 157714 / SEC#: 801-112997
RIA
Registered Investment Advisory firm - (4/30/2018 Approved)Arkansas
Registered Investment Advisory firm - (5/15/2018 Terminated)New Jersey
Registered Investment Advisory firm - (6/20/2018 Terminated)New York
Registered Investment Advisory firm - (5/15/2018 Terminated)Texas
Registered Investment Advisory firm - (5/15/2018 Terminated)Washington
Registered Investment Advisory firm - (5/22/2018 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/10/2024)
RR
Arizona(2/22/2021)
RR
Arkansas(4/9/2025)
RR
California(4/9/2025)
RR
Colorado(5/1/2020)
RR
Florida(6/10/2024)
RR
Georgia(5/1/2020)
IAR
Georgia(5/27/2020)
RR
Illinois(10/2/2025)
RR
Indiana(5/1/2020)
RR
Iowa(6/10/2024)
RR
New Jersey(6/10/2024)
RR
North Carolina(5/1/2020)
RR
South Carolina(5/1/2020)
RR
Tennessee(5/1/2020)
RR
Texas(6/10/2024)
RR
Virginia(6/10/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AC
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC | LCORE WEALTH MANAGEMENT LLC | ARTHUR MORRIS LIFFESTYLE WEALTH MANAGEMENT | ALEXANDER CAPITAL, L.P.
CRD#: 157714 / SEC#: 801-112997
RIA
Registered Investment Advisory firm - (4/30/2018 Approved)Arkansas
Registered Investment Advisory firm - (5/15/2018 Terminated)New Jersey
Registered Investment Advisory firm - (6/20/2018 Terminated)New York
Registered Investment Advisory firm - (5/15/2018 Terminated)Texas
Registered Investment Advisory firm - (5/15/2018 Terminated)Washington
Registered Investment Advisory firm - (5/22/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701
Mailing Address
Phone number
(212) 687-5650
Established
Firm type
Fiscal year end
# of Employees
29
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 999 |
| AUM (Assets Under Management) | $ 212,106,766 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
