Jeremy Mark Stalcup

Employer firm

Mutual Advisors, LLC CRD 167658

$8.55B regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• HOURLY CONSULTING

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

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

Current Employers

Employment History

• 03/2015 → 05/2019
  Sowell Management Services
  North Little Rock, AR
• 05/2019 → Present
  Mutual Advisors, Llc.
  Omaha, NE
• 08/2019 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2015-03-02 → 2019-05-29
  Sowell Management
  North Little Rock, AR
• 2013-09-25 → 2015-03-10
  Msi Financial Services, Inc.
  Little Rock, AR
• 2010-09-20 → 2011-06-27
  Pacific West Financial Consultants Inc
  Renton, WA

Other Businesses

1. STEP Ministries/CrossOver Basketball, Start Date: 11/01/2011, 1 E 52 Pl., North Little Rock, AR 72116, Not for Profit, Non-Profit Organization, Sole Proprietor, Board Member, As a Board Member of CrossOver Basketball under STEP Ministries, I make decisions about the basketball league, I am a coach, a mentor, and I help raise money through fundraisers like golf tournaments, None Investment Related, 8 hours per month Jan-Mar, 0 hours per day during trading hours. 2. JS Capital Services, Inc., Start Date: 12/31/2019, 5606 John F. Kennedy Blvd., North Little Rock, AR 72116, S-Corp, Pass through income, Sole Member, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 3. Rental Property, Start Date: 02/08/2020, 1203 Claycut Cir, North Little Rock, AR 72116, Sole Proprietor, Rental Property, Landlord, I do not have any duties, I hire a management company to collect rent and manage the property, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours. 4. BCS Properties, LLC., Start Date: 01/05/2021, 1203 Claycut Cir, North Little Rock, AR 72116, LLC, Real Estate, Managing Member, Invest in local rental properties and flips, My role is strictly as a decision make with the other members, Other members are current clients, but relationships preexisted advisory relationship, Not Investment Related, 5 Hours per month, 0 Hours per day during trading hours. 5. Crestline, LLC., Start Date: 5606 John F. Kennedy Blvd., North Little Rock, AR 72116, LLC, Real Estate, Managing Member, Invest in commercial real estate, My role is strictly as a decision maker with the other member who is a current client, but the relationship pre-existed advisory relationship, Not Investment Related, 3 Hours per month, 0 Hours per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-06

Other Names

• Jeremy Mark Stalcup