Jeremy Jeffery Squires

Employer firm

Coppell Advisory Solutions LLC CRD 156549

$1.10B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 12/2024
  Ohio National Financial Services
  Cincinnati, OH
• 11/2016 → 02/2017
  The O.N. Equity Sales Company
  Cincinnati, OH
• 09/2017 → 12/2024
  The O.N. Equity Sales Company
  Cincinnati, OH
• 09/2025 → Present
  Coppell Advisory Solutions Llc
  Coppell, TX
• 01/2016 → Present
  Stallman & Squires Family Finanical Group
  Cedar Rapids, IA

Other Businesses

Senior Insurance Marketing - 15 hours per month - Sell and service medicare plans GBL - 5 hours per month - service group health plans Achievement Group - Sells life insurance and annuities Ideal Producers - 15 hours per month - Sell and service annuity products Crump - 2 hours a month. Services existing life insurance contracts

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-29
• S63 Uniform Securities Agent State Law Examination
  2017-03-16

Other Names

• Jeremy Jeffery Squires
• Jeremy Jeffrey Squires