Jeremy Lindsey
Clarity Advisors Group · Redlands, California
Jeremy Lindsey is a fee-only financial advisor at Clarity Advisors Group in Redlands, California. Clarity Advisors Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Clarity Advisors Group |
|---|---|
| Based in | Redlands, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.8M across 6 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5231102 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Jeremy's firm compares
- Clarity Advisors Group's average account is about $472,000, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Jeremy
Is Jeremy Lindsey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Clarity Advisors Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Clarity Advisors Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeremy Lindsey based?
Jeremy Lindsey is based in Redlands, California.
Is Jeremy Lindsey registered with the SEC?
Yes. Jeremy Lindsey is registered as an investment adviser representative in CA (CRD 5231102), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Clarity Advisors Group manage?
Clarity Advisors Group reports $2.8M across 6 accounts in assets under management.
How do I contact Jeremy Lindsey?
Contact details aren't on file yet. Search for Clarity Advisors Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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