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Jeremy Chambers

The Hourly Advisor LLC

Charlotte, NC

CRD 6440019

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Employer firm

The Hourly Advisor LLC CRD 330489

83 advisory clients

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
The Hourly Advisor Llc

Charlotte, NC • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-31
CA RA APPROVED 2026-04-10
NY RA APPROVED 2025-08-08
NJ RA APPROVED 2025-02-10
TX RA APPROVED 2024-12-11
NC RA APPROVED 2024-04-22
  • CO RA
    APPROVED
    Since 2026-08-31
  • CA RA
    APPROVED
    Since 2026-04-10
  • NY RA
    APPROVED
    Since 2025-08-08
  • NJ RA
    APPROVED
    Since 2025-02-10
  • TX RA
    APPROVED
    Since 2024-12-11
  • NC RA
    APPROVED
    Since 2024-04-22

Branch Locations

Charlotte, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Charlotte NC 05/2016 07/2017
Charles Schwab & Co., Inc,. Charlotte NC 07/2017 07/2020
Charles Schwab Bank Charlotte NC 07/2017 07/2020
The Vanguard Group, Inc. Charlotte NC 07/2020 04/2024
The Hourly Advisor Llc Charlotte NC 02/2024 Present
  • 05/2016 → 07/2017
    Pnc Investments
    Charlotte, NC
  • 07/2017 → 07/2020
    Charlotte, NC
  • 07/2017 → 07/2020
    Charles Schwab Bank
    Charlotte, NC
  • 07/2020 → 04/2024
    The Vanguard Group, Inc.
    Charlotte, NC
  • 02/2024 → Present
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-17
  • S66 Uniform Combined State Law Examination
    2015-03-17
Designations
  • Certified Financial Planner

View on SEC IAPD

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