Jeremy Clark, financial advisor Cleveland OH

Jeremy Clark

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jeremy S. Clark
Phone Number: 800-242-1421
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    7,080
    MILLIONS
  • Total Number of Accounts
    19,403
    ACCOUNTS
  • Average Account Value
    $364,906
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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