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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Thomas is a registered representative and investment advisor representative with Vanguard Advisers, Inc. Jeremy is licensed to offer investment advice in 53 states. Jeremy has passed the Series 7, SIE, 63 and 66 exams. Jeremy has been in the securities industry since 2021. Jeremy's firm, Vanguard Advisers, Inc., is a large investment advisor with over 150,000 clients and over $333 billion in assets under management. Jeremy has experience working with clients including individuals, high net worth individuals, charitable organizations, corporations, pension and profit sharing plans, pooled investment vehicles, and health and welfare trusts. Jeremy's current employer is Vanguard Advisers, Inc. Jeremy is also an employee of The Vanguard Group, Inc. (the parent company of Vanguard Marketing Corporation).
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
05/31/2023 - Present
Vanguard Advisers, Inc. (Malvern PA)
BOTH
Issued 05/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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