Jeremy Ftacek is a registered investment advisor, based in Cincinnati, OH, with 25 years of industry experience.
Location
8170 Corporate Park Dr., Suite 300, Cincinnati, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremy is a founding partner and Investment Advisor Representative for United Advisor Group-DBA Ftacek Financial Services, LLC, dedicating full-time hours to this role. He also has a fixed insurance business with various independent insurance companies and is president/financial professional utilizing the DBA name Ftacek Financial Services LLC, dedicating minimal time to each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
United Advisor Group
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Invest Financial CorporationBroker
Invest Financial Corporation
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.