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.
-
Jeremy has been advising clients at James Investment Group since 2007.
- MBA, University of Iowa, 2016
- CERTIFIED FINANCIAL PLANNER ™ designation, 2011
- Bachelor of Science in Animal Science, Iowa State University, 2003
-
- Board Member, CommUnity (formerly The Crisis Center)
- Member, 100+ Men Who Care, Iowa City
- Development Committee Member, Iowa Women’s Foundation
- Member, Iowa City Chamber of Commerce
- 2009-2010 Community Leadership Program (CLP) cohort
- Co-Founder, EPIC
-
I’m passionate about people and I truly enjoy helping others. It is a privilege to help someone achieve their financial goals.
-
A veterinarian. Animals have always been an important part of my life. Before obtaining my BS from Iowa State in Animal Science, I worked and interned for various veterinary hospitals throughout high school and college.
-
At the gym or walking my dog, Cy.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
Raymond James is not affiliated with the above organizations and/or charitable causes.
