Jeremy Dunlop, financial advisor Fort Lauderdale FL

Jeremy Dunlop

CRD Number: 5298142
Current Firm: Bdo Wealth Advisors, LLC

Jeremy Dunlop (CRD# 5298142) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Fort Lauderdale, FL and has over 13 years of experience in the finance industry. Jeremy Dunlop 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.

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Professional Designations
Company Name Location Dates Years
Bdo Wealth Advisors, LLC Fort Lauderdale, FL Aug 2017 - Current 3
Signet Financial Management, LLC Mendham, NJ Mar 2017 - Aug 2017 < 1
Krasney Financial, LLC Mendham, NJ Aug 2015 - Mar 2017 1
Tiaa Palm Beach Gardens, FL Mar 2014 - Aug 2015 1
Tiaa-cref Individual & Institutional Services, LLC Palm Beach Gardens, FL Mar 2014 - Aug 2015 1
Charles Schwab & Company,inc. Pittsburg, PA Jun 2009 - Mar 2014 4
Charles Schwab Bank Pittsburgh, PA Jun 2009 - Mar 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Jeremy T. Dunlop
Phone Number: 904.396.4015
Firm Website: http://www.bdo.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,509
    MILLIONS
  • Total Number of Accounts
    2,886
    ACCOUNTS
  • Average Account Value
    $522,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
  • Other
Types of Clients
Registered States

CA, CO, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, PA, TX, UT, VA

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