Jeremy Spencer (CRD# 6820270) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Dayton, OH and has over 6 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rental Property | Canton, CT | Jan 2022 - Current | 2 |
| Humana Inc. | Louisville, KY | Nov 2019 - Current | 4 |
| Anthem Insurance Company | Indianapolis, IN | Nov 2019 - Current | 4 |
| United Health Care | Indianapolis, IN | Oct 2019 - Current | 4 |
| Tinker Bot LLC | Court House, OH | Jul 2019 - Current | 4 |
| Medical Mutual Of Ohio | Cleveland, OH | Jan 2019 - Current | 5 |
| Transamerica Financial Advisors, Inc. | Dayton, OH | Jun 2017 - Current | 6 |
| World Financial Group, Inc. | Dayton, OH | Jan 2017 - Current | 7 |
| Army National Guard | Burlington, VT | Jun 2001 - Current | 22 |
| The Catalyst | Blue Ash, OH | Jul 2018 - Oct 2018 | < 1 |
| Mott Corp | Farmington, CT | Aug 2014 - Oct 2015 | 1 |
| Schindler Elevator | Austin, TX | Jan 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- NC
- OH
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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