Jeremy Lamm (CRD# 7526592) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Durham, NC | Mar 2022 - Current | 2 |
| Home Care Pulse | Rexburg, ID | Jul 2021 - Feb 2022 | < 1 |
| Bailey's Fine Jewelry | Raleigh, NC | Oct 2020 - Jul 2021 | < 1 |
| Tiffany And Company | New York, NY | Sep 2019 - Sep 2020 | 1 |
| Unemployed | Raleigh, NC | Jun 2019 - Sep 2019 | < 1 |
| Postmates | Raleigh, NC | Jul 2019 - Aug 2019 | < 1 |
| John Hardy | Raleigh, NC | Aug 2018 - Jun 2019 | < 1 |
| Bailey's Fine Jewelry | Raleigh, NC | Sep 2017 - Aug 2018 | < 1 |
| Verrier Handcrafted | New York, NY | Aug 2017 - Aug 2017 | < 1 |
| Unemployed | Wilmington, NC | May 2017 - Jul 2017 | < 1 |
| University Of North Carolina Wilmington | Wilmington, NC | Aug 2013 - May 2017 | 3 |
| University Of North Carolina Wilmington | Wilmington, NC | Jul 2016 - Jul 2016 | < 1 |
| Coastal Urge | Wilmington, NC | Mar 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- NC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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