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JJ

Jeremy W. Jeanfreau

CRD#: 6917843
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JJ
Jeremy Wallace Jeanfreau

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeremy Wallace Jeanfreau, who also goes by Jeremy Jeanfreau, was a registered financial professional .

Jeremy is a previously registered financial professional and started their career in finance in 2018. Jeremy had worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeremy Jeanfreau

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 1, 2020 - July 14, 2020

PEBBLE MANAGEMENT GROUP

RIA
CRD#: 151255
METAIRIE, LA
Past

May 15, 2018 - February 7, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
METAIRIE, LA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/14/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/22/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PM
PEBBLE MANAGEMENT GROUP
PEBBLE MANAGEMENT GROUP | PEBBLE MANAGEMENT GROUP, LLC

CRD#: 151255 / SEC#: 801-70500

RIA
Registered Investment Advisory firm - (7/25/2012 Terminated)
Louisiana
Registered Investment Advisory firm - (6/13/2012 Approved)
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Contact information


Main Address
6430 Jefferson Hwy, Harahan, LA 70123
Mailing Address
Phone number
(504) 401-0179
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts74
AUM (Assets Under Management)$ 18,000,000

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


PEBBLE MANAGEMENT GROUP

CRD#: 151255

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