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Jeremy Thomas Head

SOUTHERN WEALTH MANAGEMENT LLP·DALLAS, Texas
Unclaimed Profile
5005 LBJ FREEWAY, DALLAS, TX 75244CRD# 2595329Firm CRD# 134714
01

About

Jeremy Thomas Head is a registered financial advisor based in DALLAS, Texas, affiliated with SOUTHERN WEALTH MANAGEMENT LLP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOUTHERN WEALTH MANAGEMENT LLP
SOUTHERN WEALTH MANAGEMENT LLP
AUM
$2.3B
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at SOUTHERN WEALTH MANAGEMENT LLP →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2595329
Firm CRD# 134714
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeremy Thomas Head offer?
Jeremy Thomas Head specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Jeremy Thomas Head's credentials?
Jeremy Thomas Head is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Thomas Head located?
Jeremy Thomas Head is based in DALLAS, Texas, working with SOUTHERN WEALTH MANAGEMENT LLP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Jeremy Thomas Head charge for services?
Jeremy Thomas Head's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHERN WEALTH MANAGEMENT LLP?
SOUTHERN WEALTH MANAGEMENT LLP has approximately 50 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOUTHERN WEALTH MANAGEMENT LLP

Anthony Charl Debruyn
DALLAS, TX
Katherine M. Gibert
DALLAS, TX
Anne F. Jones
DALLAS, TX
Brandon Heath Kershaw
DALLAS, TX
Kelly Marie Hendrick Pattillo
DALLAS, TX
Michael Alan Horlick
DALLAS, TX

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Research
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