Jeremy Westaway (CRD# 7730067) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Summit, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Paramus, NJ | Apr 2023 - Current | 1 |
| Arthurs Tavern | Morris Plains, NJ | Sep 2022 - May 2023 | < 1 |
| Unemployed | Morristown, NJ | Mar 2022 - Sep 2022 | < 1 |
| Scimedx Corporation | Dover, NJ | Sep 2020 - Mar 2022 | 1 |
| Unemployed | Morristown, NJ | Jun 2020 - Sep 2020 | < 1 |
| Rutgers University | New Brunswick, NJ | Aug 2018 - Jun 2020 | 1 |
| Wightman Farms | Morristown, NJ | Jul 2017 - Aug 2018 | 1 |
| Binghamton University | Binghamton, NY | May 2015 - Jul 2017 | 2 |
| Morristown-beard High School | Morristown, NJ | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- NJ
-
Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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