Jeremy Ryan Hinson

Advisor at Edward Jones — Bolivia, NC Midway Rd SE

Updated today

Credentials

Series 66

Experience

2 years

Location

Bolivia, NC 28422

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jeremy Hinson is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. His prior work history includes roles at Woodmenlife, Living Word Church, and Day & Zimmerman. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Bolivia, NC Midway Rd SE

2831 Midway Rd SE Ste 112

Bolivia NC 28422

Advisors at this office

2

Most active in

North Carolina

Work history

2 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

Woodmenlife

2022 - 2023 • 1 year

Whiteville, NC

Living Word Church

2022 - 2023 • 1 year

Chadbourn, NC

Day & Zimmerman

2019 - 2023 • 4 years

Charlotte, NC

Living Word Church

2019 - 2022 • 3 years

Chadbourn, NC

Day & Zimmerman

2018 - 2019 • 1 year

Southport, NC

Day & Zimmerman

2018 - 2018 • 1 year

Whiteville, NC

Day & Zimmerman

2017 - 2018 • 1 year

Southport, NC

Pridgen Woodwork

2017 - 2017 • 1 year

Whiteville, NC

Day & Zimmerman

2015 - 2017 • 2 years

Southport, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Richard G

CFA®, Series 63, Series 65

Southport, NC

Reg Capital Advisors

Richard Greulich Jr. is a CFA® charterholder with 19 years of industry experience. He has been with REG Capital L.L.C. since 2006 and is the sole advisor at Reg Capital Advisors in Southport, NC. Reg Capital Advisors provides discretionary portfolio management to individuals, IRAs, corporations, and charitable organizations. The firm focuses on a “Value Plus Favorable Change” investment approach, targeting low-valuation securities with potential for fundamental improvement, typically constructing concentrated portfolios of smaller-cap stocks and employing a mix of fundamental, technical, and cyclical analysis supported by proprietary research and direct company contacts.

Active portfolio management Concentrated stock management Options & derivatives strategies Tax-loss harvesting
user avatar

Zachary A

CFP®, Series 66

Southport, NC

Reach Strategic Wealth LLC

Zachary Ashburn is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the principal advisor at Reach Strategic Wealth LLC, where he has worked since 2019. Prior to founding Reach Strategic Wealth, he was associated with LPL Financial and Invest Financial. Reach Strategic Wealth provides financial planning and discretionary investment management for individuals, charitable organizations, corporations, and institutional clients. The firm offers pension consulting and various planning engagements, utilizing client-specific investment policies and methods such as fundamental and cyclical analysis, Modern Portfolio Theory, and both passive and active portfolio construction.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Gregory C

CFP®, Series 65

Carolina Beach, NC

Cadger Tax and Financial Inc.

Gregory Cadger is the principal advisor at Cadger Tax and Financial Inc. with nine years of industry experience. He holds the CFP® designation and Series 65 license. His career includes roles at Blueprint Wealth Partners, Tahoe Investments and Tax Planning, and his own consulting and advisory firms. Cadger Tax and Financial Inc. offers discretionary model portfolio management and financial planning to individuals, small businesses, trusts, and charitable clients, managing approximately $9.2 million across around 40 accounts. The firm integrates advisory and tax services, providing access to a broad range of investment vehicles and employing a process that includes macro analysis and a mix of fundamental and technical security selection.

Options & derivatives strategies Tax-loss harvesting Wealth management
user avatar

Scott W

Series 63, Series 65

Carolina Beach, NC

SCW Wealth Management, LLC

Scott Wardrop is the sole advisor at SCW Wealth Management, LLC in Carolina Beach, NC, holding Series 63 and Series 65 certifications with 30 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing before founding his current firm in 2019 following a brief retirement. SCW Wealth Management offers discretionary and non-discretionary investment management and integrated financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm uses a combination of modern portfolio theory and long-term investment strategies, incorporating mutual funds, ETFs, individual securities, and fixed income tailored to each client’s objectives and risk tolerance.

Wealth management Passive / index investing General retirement planning College savings (529s, UTMA, etc.) Debt management
user avatar

Brian H

Series 63, Series 65

Bolivia, NC

Coastal Carolina Financial Partners LLC

Brian Hilker is a financial advisor at Coastal Carolina Financial Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FBA Wealth Management, Realty One Group, and The Prudential Insurance Company of America. Hilker is licensed to offer life insurance and annuities in North Carolina. Coastal Carolina Financial Partners primarily serves individual investors, including some high-net-worth clients, as well as a small number of business clients. The firm provides portfolio management and investment advisory services on a non-discretionary, consultative basis, focusing on fundamental security analysis and a generally conservative strategy using stocks, bonds, mutual funds, and ETFs.

Active portfolio management Options & derivatives strategies
user avatar

Michael N

Series 63, Series 65

Southport, NC

DRS Wealth Management

Michael Nixon is a financial advisor at DRS Wealth Management with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Paulson Investment Company, LLC for five years. Nixon maintains a North Carolina health and life insurance license and serves as president of Legacy Capital Management, Inc., an S-Corp focused on tax planning. DRS Wealth Management is a small advisory firm serving individual clients—including both high-net-worth and non-HNW households—as well as retirement plans and institutional clients. The firm combines discretionary portfolio management with selection and oversight of third-party managers, employing fundamental analysis and strategic asset allocation to build customized client portfolios.

Business exit / sale strategy Founder/Business Owner Executive
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