Jeremy ToddCRD Number: 2945287
Current Firm: Prime Meridian Capital Management, LLC
Jeremy Todd (CRD# 2945287) is an Investment Advisor Representative working at Prime Meridian Capital Management, LLC in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Wealth & Tax Planners
|Prime Meridian Capital Management, LLC||Walnut Creek, CA||Feb 2018 - Current||3|
|Dv01||New York, NY||May 2017 - Dec 2017||< 1|
|Orchard Platform Markets, LLC||New York, NY||Sep 2016 - Feb 2017||< 1|
|Orchard App Inc.||New York, NY||Apr 2015 - Feb 2017||1|
|Barclays Capital Inc.||San Francisco, CA||Apr 2010 - Apr 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
Total Assets Under Management316MILLIONS
Total Number of Accounts7ACCOUNTS
Average Account Value$45,085,438
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
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