Jeremy Enos, financial advisor Menlo Park CA
96 score

Jeremy Enos

CRD Number: 5601021
Current Firm: Osborne Partners

Jeremy Enos (CRD# 5601021) is an Investment Advisor Representative working at Osborne Partners in Menlo Park, CA and has over 7 years of experience in the finance industry. Jeremy Enos 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
Osborne Partners Capital Management, LLC Menlo Park, CA Oct 2015 - Current 1
Fidelity Investments Dublin, CA Sep 2011 - Oct 2015 4
Chase Investment Services Corp. Modesto, CA Jan 2010 - Sep 2011 1
Jpmorgan Chase Bank Modesto, CA Jan 2010 - Sep 2011 1
Morgan Stanley Smith Barney Modesto, CA Jun 2009 - Nov 2009 < 1
Citigroup Global Markets, Inc. Modesto, CA Sep 2008 - Nov 2009 1
Unemployed Modesto, CA May 2008 - Sep 2008 < 1
Longs Drugs Modesto, CA Oct 2003 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Jeremy M. Enos
Phone Number: 415-362-5637
Registered State(s):
  • CA
  • PA
By the Numbers
  • Total Assets Under Management
    1,365
    MILLIONS
  • Total Number of Accounts
    1,250
    ACCOUNTS
  • Average Account Value
    $1,092,013
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IL, LA, MA, MN, NE, NH, NJ, NV, NY, OR, PA, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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