Jeremy T Rivers

CFP

Private Client Services, LLC

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Private Client Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

633 advisors

Number of Clients

3,251 clients

Average Client Portfolio

$323K average

Assets Under Management

$1.1B

Location

602 North Front Street, Wormleysburg, PA, 17043

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Jeremy is a board member for the Helen O. Krause Animal Foundation and West Shore Young Professionals, dedicating minimal time to each. He also works full-time at Stonebridge Financial Group and spends a few hours per week selling financial products as a Registered Representative.