Jeremy Bartels

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-12-19
WI	RA	APPROVED	2017-08-18

TX RA
APPROVED

Since 2018-12-19
WI RA
APPROVED

Since 2017-08-18

Branch Locations

2025 Marinette Ave Unit B, Marinette, WI 54143 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	04/2017	Present
United Healthcare	Green Bay	WI	02/2013	04/2017

04/2017 → Present

Edward Jones

St Louis, MO
02/2013 → 04/2017

United Healthcare

Green Bay, WI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-06-10

S66 Uniform Combined State Law Examination

2017-06-10

Designations

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NICOLET WEALTH MANAGEMENT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

EQUITY SERVICES, INC.

Other Investors

STEPHEN THOMAS GUSTMAN

MICHAEL JOHN MESSER

Tanessa Lynnette Klug

ROBERT JOSEPH KUNTZE

Other Offices

CETERA INVESTMENT ADVISERS LLC · MARINETTE, WI

CETERA INVESTMENT ADVISERS LLC · MARINETTE, WI

AMERIPRISE FINANCIAL SERVICES, LLC · MARINETTE, WI

EDWARD JONES · MARINETTE, WI

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MARINETTE, WI

NICOLET WEALTH MANAGEMENT · MARINETTE, WI

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Marinette, WI

EDWARD JONES · MENOMINEE, MI

More in Marinette, WI

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