Jeremy Schares, financial advisor Merrillville IN
96 score

Jeremy Schares

CRD Number: 5414388
Current Firm: Strategic Financial Group, LLC

Jeremy Schares (CRD# 5414388) is an Investment Advisor Representative working at Strategic Financial Group, LLC in Merrillville, IN and has over 10 years of experience in the finance industry. Jeremy Schares 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
Strategic Financial Group, LLC Merrillville, IN Oct 2008 - Current 9
Sii Investments Merrillville, IN Nov 2008 - Dec 2015 7
Merrill Lynch Merrillville, IN Jan 2008 - Oct 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Jeremy D. Schares
Phone Number: 219-736-8902
Registered State(s):
  • IL
  • IN
  • PA
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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