St. Charles, MO Jefferson Street Office
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360 Ira
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About
360 IRA is a fee-based financial planning and investment management firm that offers discretionary asset management, written financial plans, and educational seminars and workshops. The firm works with individual clients and documents client goals and risk profiles to guide ongoing portfolio management and planning.
The firm typically accepts discretionary authority to implement investment strategies and uses fundamental and technical analysis, periodic account reviews, and third‑party managers when appropriate; it does not serve as custodian of client assets. 360 IRA also serves as a liaison to third‑party managers, receiving and sharing referral compensation and monitoring those managers on an ongoing basis.
Several features distinguish the firm from many peers: it holds public seminars and workshops at no charge, affiliated representatives are licensed to sell insurance products, and firm principals operate separate businesses providing benefits research and training for federal employees and estate/tax services. Notably, despite offering discretionary asset management and serving roughly 180 clients, the firm reported $0 in discretionary and non‑discretionary assets under management as of its most recent filing, and its compensation arrangements with third‑party managers and insurance activities are disclosed as potential conflicts of interest.
Based on 360 Ira
Expertise
Based on 360 Ira
Location
424 Jefferson Street
St. Charles MO 63301
Advisors at this office
2
Advisors at this office
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.
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.
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