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Jeremy Christopher Colvin

Brean Capital, LLC

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About Jeremy Christopher Colvin

Jeremy Christopher Colvin is a financial professional with over 14 years of experience in the industry. Jeremy is currently registered with Brean Capital, LLC and has previously held positions with Olden Lane Securities, LLC, BNY Mellon Capital Markets, LLC, Pershing LLC, Truenorth Securities, Inc., Gilford Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeremy holds Series 6, 7, 63, and 65 licenses and the SIE exam.

Firm Information

Jeremy Colvin is currently registered with Brean Capital, LLC. Brean Capital, LLC is a Limited Liability Company formed on February 3, 2000. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jeremy Colvin’s Registration & Firm History

NY

01/28/2020 - Present

Brean Capital, LLC (NEW YORK NY)

NJ

06/13/2017 - 01/24/2020

OLDEN LANE SECURITIES, LLC (CHATHAM NJ)

NY

01/01/2011 - 05/01/2017

BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)

NY

09/17/2013 - 08/24/2016

PERSHING LLC (NEW YORK NY)

CO

11/21/2006 - 09/18/2007

TRUENORTH SECURITIES, INC. (DENVER CO)

NY

08/20/1999 - 02/18/2000

GILFORD SECURITIES INCORPORATED (NEW YORK NY)

NY

11/17/1998 - 09/02/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/18/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/01/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2010

Series 7 - General Securities Representative Examination

BC

Issued 11/20/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeremy Christopher Colvin.
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