Jeremy Rivers (CRD# 6197959) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has over 9 years of experience in the finance industry. Jeremy Rivers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Wormleysburg, PA | Apr 2024 - Current | < 1 |
| Stonebridge Financial Group, LLC | Wormleysburg, PA | Jul 2021 - Current | 2 |
| Triad Advisors | Norcross, GA | Jul 2021 - Apr 2024 | 2 |
| Triad Hybrid Solutions | Norcross, GA | Jul 2021 - Jan 2024 | 2 |
| Pruco Securities, LLC | Exton, PA | Mar 2021 - Jul 2021 | < 1 |
| The Prudential Insurance Company Of America | Exton, PA | Mar 2021 - Jul 2021 | < 1 |
| Citizens Securities, Inc. | Mechanicsburg, PA | Dec 2019 - Mar 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Camphill, PA | Jan 2017 - Dec 2019 | 2 |
| Bank Of America, N.a. | Camp Hill, PA | Jan 2017 - Dec 2019 | 2 |
| Lincoln Financial Advisors Corporation | Camp Hill, PA | Sep 2014 - Jan 2017 | 2 |
| Kennedy Catalano Advisors | Camp Hill, PA | May 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- PA
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Total Assets Under Management1,582MILLIONS
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Total Number of Accounts3,697ACCOUNTS
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Average Account Value$427,817
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TX, VA
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