Jeremy Dvorak, financial advisor Columbia MD

Jeremy Dvorak

CRD Number: 4779672
Current Firm: Raymond James Financial Services Advisors, Inc.

Jeremy Dvorak (CRD# 4779672) is a CERTIFIED FINANCIAL PLANNER working at Raymond James Financial Services in Ellicott City, MD and has over 15 years of experience in the finance industry. Jeremy Dvorak 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Ellicott City, MD Feb 2019 - Current 1
M&t Securities, Inc. Columbia, MD Jul 2012 - Current 7
Metropolitan Life Insurance Co Linthicum, MD Mar 2004 - Current 16
Metlife Securities Inc. Linthicum, MD Mar 2004 - Jun 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for Jeremy S. Dvorak
By the Numbers
  • Total Assets Under Management
    117,643
    MILLIONS
  • Total Number of Accounts
    400,197
    ACCOUNTS
  • Average Account Value
    $293,964
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Clean Record
This advisor has a clean track record with regulators.

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