Jorgens Remy (CRD# 7624162) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Meriden, CT and has 1 year of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford, CT | Aug 2022 - Current | 1 |
| Foodhost | West Hartford, CT | Jan 2020 - Current | 4 |
| Panera Bread | West Hartford, CT | Nov 2020 - Aug 2022 | 1 |
| Amazon | Manchester, CT | May 2022 - Jun 2022 | < 1 |
| University Of Uconn | Hartford, CT | Aug 2020 - May 2022 | 1 |
| Olive Garden | West Hartford, CT | Feb 2021 - Nov 2021 | < 1 |
| Dollar Tree | Windsor, CT | Sep 2020 - Feb 2021 | < 1 |
| Darden Restaurants, Inc. | West Hartford, CT | Jan 2020 - Oct 2020 | < 1 |
| Education | West Hartford, CT | Dec 2018 - Jan 2020 | 1 |
| Northeast Foods LLC | Hartford, CT | May 2018 - Dec 2018 | < 1 |
| General Education | West Hartford, CT | Jan 2013 - May 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- CT
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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