Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Wilson is an investment advisor representative registered with Kovitz Investment Group Partners, LLC. Jeremy has over 10 years of experience in the financial services industry. Jeremy has a Series 66 license and is a Registered Options Principal and General Securities Principal. Jeremy has experience with a variety of financial products and services, including portfolio management, financial planning, and retirement planning.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
07/22/2020 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
ME
12/08/2020 - 03/15/2021
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
IL
09/01/2020 - 12/04/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
IL
05/12/2015 - 05/29/2018
KOVITZ SECURITIES, LLC (CHICAGO IL)
IL
10/05/2009 - 04/15/2015
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
IL
11/06/2007 - 10/08/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)
BOTH
Issued 05/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2017
Series 4 - Registered Options Principal Examination
BC
Issued 05/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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