Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Tollas is an investment advisor representative at Captrust. Jeremy has been in the financial services industry since March 2006. Prior to joining Captrust, Jeremy was an advisor at EDWARD JONES. Jeremy is registered as an investment advisor representative with the state of Michigan.
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.
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.
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MI
08/25/2020 - Present
Captrust (Grand Rapids MI)
MI
03/14/2006 - 01/31/2008
EDWARD JONES (COMMERCE TOWNSHIP MI)
IA
Issued 05/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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