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Jeremy M Murphy

MUNIFI, LLC·HERMOSA BEACH, California
Series 7, Series 65, Series 66Clean record2 years registeredMUNIFI, LLC
555 PIER AVENUE, HERMOSA BEACH, CA 90254CRD# 4824161Firm CRD# 331613

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy M Murphy · HERMOSA BEACH, CA
Registration
CRD #4824161 · MUNIFI, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

MUNIFI, LLC
Jun 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Series 66
Registration record
First registered · June 13, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MUNIFI, LLC
CRD 331613 · SEC 801-130488
AUM
$20K
Regulatory assets under management
Employees
1
2 client accounts
Services offered by MUNIFI, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MUNIFI, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jeremy M Murphy offer?
Jeremy M Murphy specializes in Investment Management, Fee-Only Advisory. Contact their office in HERMOSA BEACH, California for a consultation.
What are Jeremy M Murphy's credentials?
Jeremy M Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy M Murphy located?
Jeremy M Murphy is based in HERMOSA BEACH, California, working with MUNIFI, LLC. Their office serves clients in the HERMOSA BEACH metropolitan area and surrounding communities.
How does Jeremy M Murphy charge for services?
Jeremy M Murphy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUNIFI, LLC?
MUNIFI, LLC has approximately 1 employees and manages $20K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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