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Jeremiah N

Series 65

St. Charles, MO

360 Ira

Jeremiah North is a financial advisor with 14 years of industry experience, currently practicing at 360 IRA in St. Charles, MO. He holds a Series 65 designation and has worked with firms including Brookstone Capital Management and multiple affiliated entities under the 360 IRA umbrella. Outside of investment advisory, he spends part of his time providing federal benefits research, training, and consulting through US FEDS LLC. 360 IRA is a fee-based financial planning and investment management firm serving individual clients through discretionary asset management, written financial plans, and educational seminars. The firm combines fundamental and technical analysis with third-party managers, offers no-cost public workshops, and provides insurance products alongside benefits research and estate/tax services.

Retirement income strategy Social Security optimization Wealth management Founder/Business Owner Retired Approaching retirement
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James F

Series 63, Series 65

Collegeville, PA

360 Ira

James Fenstermacher is a financial advisor with 4 years of industry experience, currently with 360 IRA in Collegeville, PA. He holds Series 63 and Series 65 licenses and has prior experience with Bankers Life entities and Option Energy Consultants. He also operates an insurance agency as a sole proprietor. 360 IRA is a fee-based financial planning and investment management firm that provides discretionary asset management, written financial plans, and educational seminars. The firm works with individual clients to guide portfolio management using fundamental and technical analysis and collaborates with third-party managers while also offering insurance products through affiliated representatives.

Retirement income strategy Social Security optimization Wealth management Founder/Business Owner Retired Approaching retirement
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Holden C

Series 63, Series 65

St. Charles, MO

360 Ira

Holden Clendaniel is a financial advisor at 360 IRA with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade from 2019 to 2023. Clendaniel is also involved in insurance sales and services. 360 IRA is a fee-based financial planning and investment management firm serving individual clients through discretionary asset management, financial plans, and educational seminars. The firm uses fundamental and technical analysis and often works with third-party managers while offering public workshops and insurance products.

Retirement income strategy Social Security optimization Wealth management Founder/Business Owner Retired Approaching retirement
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