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Jeremy Clemente Rejuso

CRD# 7164797·Registered 2019 - 2025
Previously Registered: Being a previously registered professional could mean that Jeremy 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.

Professional Summary

Jeremy Clemente Rejuso was a registered financial advisor. Jeremy was a previously registered financial professional and started their career in finance 2019 - 2025. Jeremy had worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

7 years in the financial services industry

Current & Past Employments

ALLIANCE-ONE INVESTMENTS, LLC·CRD# 286025
BD
Tulsa, OK
November 28, 2023 - April 10, 2025
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Taguig City
August 29, 2022 - January 26, 2023
E*TRADE SECURITIES LLC·CRD# 29106
BD
Makati City
September 27, 2019 - October 8, 2021

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Current Firm

AI
ALLIANCE-ONE INVESTMENTS, LLC

ALLIANCE-ONE INVESTMENTS, LLC

CRD#: 286025 / SEC#: 8-69868
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

Contact Information

Main Address

4000 N Mingo Rd, Tulsa, OK 74116

Mailing Address

4000 N Mingo Rd, Tulsa, OK 74116

Phone Number

(918) 281-1820

Established

Delaware since 10/20/2016

Firm Type

Limited Liability Company

Fiscal Year End

March

Firm Size

Medium

Documents

Direct owners and executive officers

NamePositionCRD#
ALLIANCE-ONE HOLDINGS, LLCSOLE MEMBER—
ARBO, WILLIAM CHARLESPRESIDENT/ CEO / CFO1773016
TOOMEY, JAY ALANCHIEF COMPLIANCE OFFICER2514959

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2019About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Sep 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2019About the SIE exam

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CRS (Client Relationship Summary)

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

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JR
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