As a Financial Advisor with RJFS & owner of James Investment Group, Jeremy is committed to providing Investment Management, Personal Financial Planning, and Retirement Transition Support to all client relationships. Jeremy specializes in supporting clients through transitions, including retirement, sudden wealth, divorce, or loss of a loved one.
Jeremy holds the Series 7 General Securities License, the Series 66 Uniform Combined Law License, the Series 24 General Securities Principal License, the Series 53 Municipal Securities Principal License, and Series 31 Futures Managed Funds License. Jeremy attained the CERTIFIED FINANCIAL PLANNER ™ designation in 2011. He also holds Life & Health Insurance licenses.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.