Jeremy Downin (CRD# 5800750) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Galesburg, IL and has over 6 years of experience in the finance industry. Jeremy Downin 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.
CRD# 2414650
Lpl Financial LLC
CRD# 2505445
Thrivent Investment Management Inc.
CRD# 4006061
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Galesburg, IL | Mar 2023 - Current | 1 |
| Edward Jones | St. Louis, MO | Feb 2018 - Mar 2023 | 5 |
| Bank Of America, N.a. | Peoria, IL | Aug 2017 - Feb 2018 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Peoria, IL | Mar 2017 - Feb 2018 | < 1 |
| Water Street Solutions | Peoria, IL | Jul 2015 - Mar 2017 | 1 |
| Mercap Securities, LLC | Paoli, PA | Jun 2014 - Dec 2015 | 1 |
| Bishop Hill Energy Center / Invenergy LLC | Cambridge, IL | Jun 2014 - Jul 2015 | 1 |
| Country Financial | Monmouth, IL | Nov 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- IL
- TX
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Total Assets Under Management149,249MILLIONS
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Total Number of Accounts348,524ACCOUNTS
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Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, 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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