Jeremy McClymonds has been Managing Member/CCO of Form Prosperity Wealth Advisors since February 2020, is a control person of the firm and directly owns 75% or more of it. Jeremy McClymonds holds a Degree in Finance from the University of Alaska Anchorage.
Form Prosperity Wealth Advisors, LLC is a Chandler, AZ firm with $119M under management, 326 clients and 1 adviser in one office, as of its July 2026 filing.
Jeremy McClymonds is Owner and Financial Advisor of FORM Prosperity Wealth Advisors, LLC, based in Chandler, AZ. He worked on the management of a fixed income portfolio for one of the largest banks in Alaska. He is a former Chandler City Councilmember.
Jeremy McClymonds’ longest registration is the current one, 6 years at Form Prosperity Wealth Advisors since 2020. Before joining Form Prosperity Wealth Advisors in 2020, Jeremy McClymonds was registered through Clarus Wealth Advisors, LLC and WFG Advisors, LP.
- – present · 6 yearsChandler, AZ · Adviser representative · Firm CRD 307792
- Clarus Wealth Advisors, LLC– · 2 yearsChandler, AZ · Adviser representative · Firm CRD 281160
- WFG Advisors, LP– · 5 yearsChandler, AZ · Adviser representative · Firm CRD 125073
- Wells Fargo Advisors, LLC– · 2 yearsChandler, AZ · Adviser representative · Firm CRD 19616
Professional designations
Listed by Form Prosperity Wealth Advisors
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Jeremy McClymonds is registered as an investment adviser representative in 2 states. The first approvals date from May 2020; the most recent is Arizona, in June 2020.
- ArizonaSince 2 June 2020
- TexasSince 26 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 22 December 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 December 2008 |
| Series 7 | General Securities Representative Examination | 2 December 2008 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeremy Robert Bain McClymonds
- CRD
- 5606748
- Firm
- Form Prosperity Wealth Advisors · CRD 307792
- Role
- Managing Member/CCO
- Office
- 1490 SOUTH PRICE ROAD, SUITE #105, Chandler, AZ 85286
- Registration
- Investment adviser registration
- In the industry since
- December 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- formprosperity.com
Where does Jeremy McClymonds work?
Jeremy McClymonds has been Managing Member/CCO of Form Prosperity Wealth Advisors, LLC since February 2020, and is a control person of the firm.
Is Jeremy McClymonds a financial advisor?
Yes. Jeremy McClymonds has a current investment-adviser registration in Arizona and Texas, through Form Prosperity Wealth Advisors since May 2020.
How many years of experience does Jeremy McClymonds have?
Jeremy McClymonds has 17 years in the financial industry, since December 2008, across 4 adviser firms.
What exams has Jeremy McClymonds passed?
Jeremy McClymonds has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in December 2008. FINRA credited Jeremy McClymonds with the SIE, which began in October 2018.
Where did Jeremy McClymonds work before Form Prosperity Wealth Advisors?
Before Form Prosperity Wealth Advisors, Jeremy McClymonds was registered through Clarus Wealth Advisors, LLC, August 2017 to May 2020; WFG Advisors, LP, October 2011 to August 2017; Wells Fargo Advisors, LLC, May 2009 to October 2011.
Where is Jeremy McClymonds based?
Jeremy McClymonds’ registered office is in Chandler, AZ.
Is Jeremy McClymonds registered with FINRA?
No. Jeremy McClymonds has no current broker registration.
How can I verify Jeremy McClymonds’ record?
Search CRD 5606748 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy McClymonds’ full registration record.