Jeremy moved to Florida from Ohio and joined Meg Green & Associates in 2009. He has over 12 years of experience in financial services in the independent channel. He works with high net worth client families as well as their children and grandchildren to assist with investment and retirement planning. Additionally, he assists the other wealth managers with relationship management, online reporting, and oversees the firm's website and social media updates.
Jeremy is a graduate of Hiram College in Ohio with a Bachelor's degree in Business Management, Finance & Accounting. He holds the FINRA Series 7 and FINRA Series 66 registrations, is a registered representative of Sterne Agee Financial Services, Inc. and offers investment advisory services through Meg Green & Associates, Inc., a registered investment advisor not affiliated with Sterne Agee Financial Services, Inc. or Sterne Agee Asset Management, Inc.
Prior to joining Meg Green & Associates, Jeremy was a financial advisor with a Cincinnati-based independent investment advisory firm and a branch supervisor at a regional commercial bank.
Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.
Meg Green is the Founder and CEO of Meg Green & Associates, Inc. Having been talking about money on WIOD radio and NBC for years, she now answers readers’ questions in her Miami Herald column called Money Dilemmas and frequently appears on CNBC's Closing Bell, WSVN Channel 7 and is quoted in numerous media channels. Her exposure in the media provides the general public with financial advice to help improve their lives, which is a legacy Meg embraces.