Advisor at Atlas Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Atlas Wealth Management
Location
South Euclid, OH
Credentials
Series 66
Industry experience
10 years
Jeremy Pardue is a financial advisor at Atlas Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Avantax Investment Services. In addition to his advisory role, Pardue is an independent insurance producer for various insurance companies. Atlas Wealth Management provides fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs an active, tactical allocation approach using a broad range of instruments and offers both discretionary and non-discretionary portfolio management along with standalone planning engagements.
Based on Atlas Wealth Management
Fixed fees for standalone financial planning services range from $5,000 to $15,000 per plan.
$0 - $50,000: 2.00% $50,001 - $100,000: 1.75% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001+: 1.00%
South Euclid, OH
Ohio
Atlas Wealth Management
2024 - Present (2 years)
LPL Financial, llc
2021 - 2024 (3 years)
Avantax Investment Services
2020 - 2021 (1 year)
Avantax Advisory Services
2020 - 2021 (1 year)
Avantax Insurance Agency, LLC
2020 - 2021 (1 year)
Village Tax & Financial Services
2020 - 2023 (3 years)
Unemployed
2020 - 2020 (1 year)
Huntington Bank
2019 - 2019 (1 year)
Rudolph Libbe Inc.
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Various Insurance Carriers For W&R Insurance Agencies
2016 - 2018 (2 years)
Waddell & Reed, Inc
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Chagrin Falls, OH
M. Thomas Capital Management
Series 63
Parma, OH
Intelligent Capital Management LLC
Series 63, Series 65
Solon, OH
WRK Investments, LLC
Series 65
Cleveland, OH
Volition Financial Network, LLC
CFA®, Series 65
Solon, OH
Private Harbour Investment Management & Counsel LLC.
Series 66
South Euclid, OH
Strait Direction Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")