linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeremy Veres

Turning Point Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeremy? Claim Your Profile

About Jeremy Veres

Jeremy Veres is a financial advisor who provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Jeremy is a Certified Financial Planner and has been in the industry since 2016. Jeremy's previous experience includes working with Raymond James, Deutsche Bank, Merrill Lynch and Ameriprise. Jeremy is currently registered with Turning Point Financial in Frederick, Maryland.

Firm Information

Jeremy Veres is currently registered with Turning Point Financial. Turning Point Financial is an investment advisor based in Frederick, MD with $310 million in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Turning Point Financial has 14 investment advisory functions and primarily serves high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
Turning Point Financial

7210 CORPORATE CT.

FREDERICK, MD 21703

$310.01M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeremy Veres’s Registration & Firm History

MD

10/04/2023 - Present

Turning Point Financial (FREDERICK MD)

MD

03/16/2018 - 08/01/2019

AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA MD)

MD

09/06/2016 - 02/28/2018

RAYMOND JAMES & ASSOCIATES, INC. (BALTIMORE MD)

MD

08/02/2016 - 09/06/2016

DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)

MD

01/27/2016 - 08/01/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)

Not sure if Jeremy Veres is right for you?

Licenses & Designations

BOTH

Issued 02/19/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2017

Series 57 - Securities Trader Exam

BC

Issued 01/27/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Veres.
Not sure if Jeremy Veres is right for you?