Jeremy GuerridoCRD Number: 6297397
Current Firm: Raymond James & Associates, Inc.
Jeremy Guerrido (CRD# 6297397) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in New York, NY and has over 2 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Raymond James & Associates||New York, NY||Aug 2018 - Current||3|
|Capital One Financial Corporation||New York, NY||Apr 2017 - Jul 2018||1|
|Morgan Stanley||New York, NY||Feb 2014 - Mar 2017||3|
|Lehman College||New York, NY||Aug 2013 - Jan 2014||< 1|
|Syracuse University||Syracuse, NY||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management242,536MILLIONS
Total Number of Accounts758,159ACCOUNTS
Average Account Value$319,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, VI, VT, WA, WI, WV, WY
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