Jeremy W. 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
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 1, 2020 - July 14, 2020
PEBBLE MANAGEMENT GROUP
May 15, 2018 - February 7, 2019
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
PEBBLE MANAGEMENT GROUP
CRD#: 151255 / SEC#: 801-70500
Contact information
Regulatory assets under management
| Total Number of Accounts | 66 |
| AUM (Assets Under Management) | $ 15,100,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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