Jeremy Brandon Joiner

Employer firm

Strategic Advisory Services, L.l.c. CRD 108706

$185M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• ITEM 5.G.(2) IS PROVIDED THROUGH 5.G.(7) AND ASSET ALLOCATION SERVICES

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

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

Current Employers

Employment History

• 06/2012 → Present
  Strategic Advisory Services, Llc
  Houston, TX
• 01/2016 → Present
  Strategic Advisory Services, Llc
  Houston, TX
• 10/2020 → Present
  Strategic Advisory Services, Llc
  Houston, TX

Previous Registrations

• 2012-06-19 → 2014-09-09
  Invest Financial Corporation
  Houston, TX
• 2010-03-03 → 2010-08-17
  United Capital Financial Advisors
  Houston, TX
• 2007-04-11 → 2010-01-19
  Invest Financial Corporation
  Houston, TX
• 2009-05-01 → 2010-01-15
  Strategic Advisory Services, L.L.C.
  Houston, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-03-20
• S65 Uniform Investment Adviser Law Examination
  2007-04-10

Designations

• Certified Financial Planner

Other Names

• Jeremy Brendon Joiner