Jeremy Brandon Joiner
Investment adviser representative at Strategic Advisory Services, L.L.C.
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$184.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Strategic Advisory Services, L.L.C.Jun 2012 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Strategic Advisory Services, L.L.C.
$184.9MAssets managed
208Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4969634
- Firm CRD
- 108706