Jeremy ClarkCRD Number: 3047287
Current Firm: Capital Analysts
Jeremy Clark (CRD# 3047287) is an Investment Advisor Representative working at Capital Analysts in Cleveland, OH and has over 24 years of experience in the finance industry.
Lpl Financial LLC
Independence Capital Company, Inc.
The Center For Eldercare Finance
|Beacon Financial Advisory LLC||Cleveland, OH||Jul 2015 - Current||6|
|Lincoln Investment||Cleveland, OH||Jun 2012 - Current||10|
|Capital Analysts Incorporated||Cincinnati, OH||Apr 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2010|
Total Assets Under Management7,080MILLIONS
Total Number of Accounts19,403ACCOUNTS
Average Account Value$364,906
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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