Jeremy McDonaldCRD Number: 5525788
Current Firm: Strategic Advisers, Inc.
Jeremy McDonald (CRD# 5525788) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Greensboro, NC and has over 9 years of experience in the finance industry.
Spartan Planning & Wealth Management
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
|Fidelity Investments||Cary, NC||Oct 2007 - Current||10|
|Verizon Wireless||Wilmington, NC||May 2005 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV