Jeremy Schank (CRD# 5702254) is an Investment Advisor Representative working at Pts Brokerage, LLC in Mount Laurel, NJ and has over 14 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jeremy Schank | Mount Laurel, NJ | Jul 2021 - Current | 2 |
| Jeremy Schank Insurance Sales | Mount Laurel, NJ | Oct 2020 - Current | 3 |
| Pts Tax Advisors | Mt Laurel, NJ | Nov 2010 - Current | 13 |
| Pts Brokerage, LLC | Mt Laurel, NJ | Aug 2009 - Current | 14 |
| Noto | Philadelphia, PA | May 2018 - Jun 2021 | 3 |
| Professional Training Services | Mt Laurel, NJ | Jun 2001 - Jun 2021 | 20 |
| Coda | Philadelphia, PA | Mar 2012 - Apr 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- DE
- NJ
- PA
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Total Assets Under Management81MILLIONS
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Total Number of Accounts556ACCOUNTS
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Average Account Value$144,964
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
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DE, FL, NJ, NY, PA
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