JR
Jeremy Royer
KIRKEY & CO. FINANCIAL ADVISORS
HILLIARD, OH 43026-1443
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CRD#: 8029851
JR
Professional summary
Jeremy Royer is a registered financial advisor currently at KIRKEY & CO. FINANCIAL ADVISORS, INC. located in Hilliard, Ohio.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jeremy has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Royer'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
January 17, 2025 - Present
KIRKEY & CO. FINANCIAL ADVISORS, INC.
Office #1: 5207 Norwich St, Hilliard, OH 43026-1443RIA
CRD#: 121242
HILLIARD, OH
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
Ohio(1/17/2025)
Exams
Current Firm
K&
KIRKEY & CO. FINANCIAL ADVISORS, INC.
KIRKEY & CO. FINANCIAL ADVISORS, INC. | KIRKEY & CO., INC. CPAS
CRD#: 121242 / SEC#:
Ohio
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Contact information
Main Address
5207 Norwich St, Hilliard, OH 43026-1443
Mailing Address
Phone number
(614) 777-5007
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 68,831,831 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
