Jeremy Todd, financial advisor Walnut Creek CA

Jeremy Todd

CRD 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.

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Wealth & Tax Planners
Professional Designations
Company Name Location Dates Years
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
Contact Info for Jeremy T. Todd
Phone Number: 925-587-5075
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    316
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $45,085,438
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA

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