2 Park Plaza Ste 350
Irvine , CA
Jeremy's focus with his clients and prospects is on retirement planning, investment planning, estate planning, education planning, business strategies, Insurance, risk management, and tax strategies. Jeremy currently holds Series 7 through LPL Financial and Series 66 through LPL and Stratos Wealth Partners; Life, Health, Annuity, and Long Term Care licenses.
Jeremy's attention to detail, good listening skills, and great empathy are symbols of his appreciation by his clients. He is effectively supported by a team of benefits and investment products specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.
Jeremy is a graduate of San Diego State University. Prior to joining the firm he was with Edward Jones where he was awarded the Ted Jones Prospecting Award for being a leader amongst his peers. Away from business Jeremy enjoys golfing, being outdoors, and spending time with family and friends.
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. Start Now.
Jeremy is a Registered Representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC.