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RIA / WealthAdvisorCertified Financial Planner11 years in industry

JEREMY CHAMBERS

Advisor at THE HOURLY ADVISOR LLC

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:23bfc333-a88d-1195-c886-d2b50773f34f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 19, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE HOURLY ADVISOR LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 17, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 6
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 17, 2015
First registration: Mar 19, 2015
Dual registered: no
IAPD individual key: 6440019

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE HOURLY ADVISOR LLC	State registered	Apr 22, 2024	n/a	yes	CHARLOTTE, NC	Current employment
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Jul 31, 2020	Apr 10, 2024	no	Charlotte, NC	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 28, 2017	Jul 16, 2020	no	Charlotte, NC	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jul 31, 2015	Jul 6, 2017	no	CHARLOTTE, NC	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 19, 2015	Jul 22, 2015	no	Charlotte, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VANGUARD ADVISERS, INC.	THE HOURLY ADVISOR LLC	Apr 10, 2024	Apr 22, 2024	12	Firm change	Ibd to state RIA
CHARLES SCHWAB & CO., INC.	VANGUARD ADVISERS, INC.	Jul 16, 2020	Jul 31, 2020	15	Firm change	Ibd to ibd
PNC WEALTH MANAGEMENT	CHARLES SCHWAB & CO., INC.	Jul 6, 2017	Aug 28, 2017	53	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	PNC WEALTH MANAGEMENT	Jul 22, 2015	Jul 31, 2015	9	Firm change	Other

Relationships

Registered with (5)

→ THE HOURLY ADVISOR LLCRegistered adviserregistration: current employment
Apr 22, 2024 to presentfactForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Jul 31, 2020 to Apr 10, 2024factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 28, 2017 to Jul 16, 2020factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 31, 2015 to Jul 6, 2017factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 19, 2015 to Jul 22, 2015factForm ADV

Dated events

Occurred
Apr 10, 2024
Advisor changed firm
Jeremy Chambers left Vanguard Advisers, Inc. for The Hourly Advisor Llc (registered 2024-04-22)
Form ADVobserved 5 days ago