Unclaimed
Jeremy Downin is a financial advisor at Stifel, Nicolaus & Company, Inc., located in Galesburg, Illinois. Jeremy has been in the financial industry since 2012, and has a background in several firms. Jeremy is registered to provide investment advice in Illinois, Texas, and a number of other states, and holds several licenses and certifications, including the Series 7, Series 66, and the SIE. Jeremy has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Jeremy is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
03/27/2023 - Present
Stifel, Nicolaus & Company, Inc. (GALESBURG IL)
IL
02/09/2018 - 03/29/2023
EDWARD JONES (GALESBURG IL)
IL
04/05/2017 - 02/09/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEORIA IL)
PA
06/18/2014 - 12/31/2015
MERCAP SECURITIES, LLC (PAOLI PA)
IL
11/15/2013 - 06/05/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (MONMOUTH IL)
IL
04/13/2013 - 11/04/2013
MIDWESTERN SECURITIES TRADING COMPANY, LLC (ELMWOOD IL)
IL
11/02/2011 - 04/12/2013
COUNTRY CAPITAL MANAGEMENT COMPANY (GALESBURG IL)
IL
09/08/2011 - 10/18/2011
LPL FINANCIAL LLC (DANVILLE IL)
IL
07/23/2010 - 07/08/2011
WELLS FARGO ADVISORS, LLC (PEORIA IL)
BOTH
Issued 05/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeremy Downin is the right advisor for you? Invested Better is here to help.