Jeremy Todd (CRD# 2945287) is an Investment Advisor Representative working at Prime Meridian Capital Management, LLC in Walnut Creek, CA and has over 26 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prime Meridian Capital Management, LLC | Walnut Creek, CA | Feb 2018 - Current | 6 |
| 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 |
- CA
-
Total Assets Under Management184MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$30,733,142
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
CA
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