Unclaimed Profile

Jeremy Wayne Merchant

PHH INVESTMENTS, LTD.·ADDISON, Texas

Series 6, Series 7, Series 63, Series 65Clean record15 years registeredPHH INVESTMENTS, LTD.

15725 N. DALLAS PARKWAY, ADDISON, TX 75001CRD# 4179037Firm CRD# 108203

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeremy Wayne Merchant · ADDISON, TX

Registration

CRD #4179037 · PHH INVESTMENTS, LTD. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PHH INVESTMENTS, LTD.

ALLWORTH FINANCIAL, L.P.

Jan 2020 – Dec 2020

SACRAMENTO, CA

RAA

Apr 2011 – Jan 2020

ADDISON, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 18, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PHH INVESTMENTS, LTD.

CRD 108203 · SEC 801-60003

AUM

$2.6B

Regulatory assets under management

Employees

6,353 client accounts

Services offered by PHH INVESTMENTS, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PHH INVESTMENTS, LTD. →

Introduction

Speak with Jeremy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeremy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ADDISON?

Browse all registered financial advisors in ADDISON, Texas or claim this profile if it's yours.

Browse ADDISON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeremy Wayne Merchant offer?

Jeremy Wayne Merchant specializes in Financial Planning, Investment Management, Wealth Management.

What are Jeremy Wayne Merchant's credentials?

Jeremy Wayne Merchant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeremy Wayne Merchant located?

Jeremy Wayne Merchant is based in ADDISON, Texas, last registered with PHH INVESTMENTS, LTD..

How does Jeremy Wayne Merchant charge for services?

Jeremy Wayne Merchant's firm is compensated through percentage of aum, other: cssa/service agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PHH INVESTMENTS, LTD.?

PHH INVESTMENTS, LTD. has approximately 94 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →