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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 Lam is an Investment Advisor Representative at Corient in Chicago, IL. Jeremy has been in the financial services industry since 2016, and previously worked at Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. in Dallas, TX. Jeremy is a Series 7TO, SIE and Series 66 licensed professional. Jeremy specializes in working with High-Net-Worth individuals, other Trusts and PPLI, insurance companies, Charitable organizations, other Investment advisors, pooled Investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than High-Net-Worth. Jeremy's firm Corient offers a range of services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
IL
04/25/2024 - Present
Corient (Chicago IL)
TX
01/04/2021 - 11/03/2022
GOLDMAN SACHS & CO. LLC (DALLAS TX)
TX
10/16/2020 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (DALLAS TX)
BOTH
Issued 12/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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