Jeremy WoodCRD Number: 6296247
Current Firm: Cadaret Grant & Co Inc.
Jeremy Wood (CRD# 6296247) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 3 years of experience in the finance industry.
Cadaret Grant & Co Inc.
Wells Fargo Advisors Financial Network, LLC
Raymond James Financial Services Advisors, Inc.
|Cadaret, Grant & Company, Inc.||Syracuse, NY||Mar 2016 - Current||2|
|Axa Advisors, LLC||New York, NY||Jan 2014 - Apr 2016||2|
|Bny Mellon||Syracuse, NY||Jul 2013 - Jan 2014||< 1|
|Walmart Inc.||Fulton, NY||Apr 2010 - Jul 2013||3|
|Full Time Student||Oswego, NY||Aug 2008 - May 2013||4|
|Struppler's Enterprises||Fulton, NY||Jul 2007 - Apr 2010||2|
|Full Time Student||Fulton, NY||Jan 2002 - Jun 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management3,576MILLIONS
Total Number of Accounts18,306ACCOUNTS
Average Account Value$195,350
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV