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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Kremin is a registered representative and investment advisor representative with Pacific Oak Capital Markets, LLC. Jeffrey has over 30 years of experience in the financial services industry. Prior to joining Pacific Oak Capital Markets, LLC, Jeffrey was a registered representative with ARETE WEALTH MANAGEMENT, LLC, KBS CAPITAL MARKETS GROUP LLC, TOWER SQUARE SECURITIES, INC., JACKSON NATIONAL LIFE DISTRIBUTORS, INC., METLIFE INVESTORS DISTRIBUTION COMPANY, NATIONAL PLANNING CORPORATION, and PACIFIC MUTUAL DISTRIBUTORS, INC. Jeffrey holds the Series 7, Series 24, Series 26, Series 63, Series 79TO, and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
CA
01/06/2021 - Present
Pacific OAK Capital Markets, LLC (COSTA MESA CA)
IL
11/27/2018 - 12/31/2020
ARETE WEALTH MANAGEMENT, LLC (CHICAGO IL)
CA
01/27/2006 - 11/08/2018
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
CA
01/04/2005 - 12/31/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
TN
03/25/2002 - 12/16/2004
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
01/16/2002 - 02/07/2002
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
CA
06/14/2000 - 12/11/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
TN
07/17/1998 - 12/11/2001
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
08/04/1994 - 06/25/1998
PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)
IL
01/10/1991 - 06/10/1994
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
BC
Issued 03/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2011
Series 24 - General Securities Principal Examination
BC
Issued 05/05/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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