Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Thomas Jones is a financial advisor with over 16 years of experience in the industry. Currently, Jeremy works as a Registered Representative at Fidelity Personal And Workplace Advisors. Jeremy has held previous positions with Primevest Financial Services, Inc. and Fifth Third Securities, Inc. Jeremy holds Series 6, 7, 63, and 65 licenses along with the SIE exam.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MI
12/19/2008 - 09/26/2011
PRIMEVEST FINANCIAL SERVICES, INC. (GRAND BLANC MI)
OH
05/02/2001 - 11/27/2002
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MI
03/24/2000 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
IA
Issued 10/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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