Jeremy Callegan

Current Employers

Employment History

• 03/2015 → 02/2017
  John Hancock
  Marrero, LA
• 03/2015 → 02/2017
  John Hancock Distributors Llc
  Englewood, CO
• 03/2017 → 10/2019
  1St Global Capital Corp.
  Thibodaux, LA
• 03/2017 → 10/2019
  1St Global Advisors, Inc.
  Thibodaux, LA
• 03/2017 → 09/2025
  Avantax Insurance Services, Inc.
  Thibodaux, LA
• 02/2017 → 08/2022
  Cosource Financial Group Llc
  Thibodaux, LA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Thibodaux, LA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Thibodaux, LA
• 02/2017 → Present
  Cosource Financial Group, Llc
  New Orleans, LA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  New Iberia, LA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Irving, TX
  New Orleans, LA
  New Iberia, LA
  Marrero, LA
  Dallas, TX
• 2017-03-27 → 2019-10-25
  1St Global Advisors Inc
  Thibodaux, LA

Other Businesses

1) SHAW ALUMNI ASSOCIATION; POSITION: President NATURE: I serve on the alumni board (currently as President), which seeks to assist current and former students when needed. We coordinate and host various events for Archbishop Shaw High School throughout the year. This is a volunteer activity, with no compensation or conflicts. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019; ADDRESS: 1000 Salesian Lane, Marrero LA 70072, US; I schedule up to 6 board meetings in the calendar year. I assist other board members, and fellow alumni, in putting on the various events that the alumni association participates in each year. 2) COSOURCE FINANCIAL GROUP, LLC; POSITION: Financial Advisor NATURE: CoSource Financial Group specializes in corporate sponsored retirement plans (profit sharing, 401(k), 457, etc). This includes consulting on plan design, to employee education and platform selection and monitoring. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/22/2017; ADDRESS: 880 West Commerce Rd, Suite 404, New Orleans LA 70123, US; I will be an associate advisor, I will be prospecting for new business opportunities in the retirement plan space-upon completion of training plan. 3) CALLEGAN ENTERPRISES, LLC POSITION: Member NATURE: It is a family LLC established as a real estate holding company. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 35 Oak Alley Blvd., Marrero LA 70072, United States DESCRIPTION: I will be assisting with the search, analysis and negotiations of prospective investment properties to be purchased and managed by the LLC.

Exams

• S66 Uniform Combined State Law Examination
  2017-03-27
• S63 Uniform Securities Agent State Law Examination
  2015-06-22