Jeremy DvorakCRD 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.
Blue Ocean Global Wealth
Aegis Wealth Management LLC
Commonwealth Financial Network
|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|
Total Assets Under Management117,643MILLIONS
Total Number of Accounts400,197ACCOUNTS
Average Account Value$293,964
- 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
- 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
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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