Jeremy joined Financial Management, Inc. in July 2010. Jeremy’s financial industry experience includes the following employment background: He served as an investment adviser representative with PageOne Financial, Inc.
from April of 2010 to July of 2010, with Trent Capital Management, Inc. from August of 2009 to April 2010, and with Millennium Capital Advisors, LLC from June of 2008 to August of 2009.
Jeremy was the President of Apple Tree Asset Management, Inc. and licensed as a Registered Representative with Apple Tree Investments, Inc. from May of 2008 through July of 2008. Jeremy attended Baylor University from 1997-1999 and received a BS in Marketing with an emphasis in Finance from the University of Arkansas in December of 2002.
Jeremy has held the Chartered Retirement Plan Specialist (CRPS®) Professional Designation from the College for Financial Planning since 2008.