JT
CFA
JT
CFA

Jeremy Todd

25 Years of Experience
Walnut Creek, CA

Jeremy Todd is a CFA-designated registered investment advisor at Prime Meridian Capital Management, LLC, based in Walnut Creek, CA, with 25 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 4 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$186.5M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2121 N. California Blvd., Suite 830, Walnut Creek, CA, 94596

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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.

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Employment History
Current Registrations
Prime Meridian Capital Management, LLC
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Orchard Platform Markets, LLCBroker
September 2016 - March 2017 · 6 mos
Barclays Capital INC.Broker
May 2010 - April 2015 · 4 yrs 11 mos
Pershing LLCBroker
January 2007 - April 2010 · 3 yrs 3 mos
Bear, Stearns & CO. INC.Broker
July 1999 - January 2007 · 7 yrs 6 mos
Bear, Stearns Securities CORP.Broker
July 1999 - January 2007 · 7 yrs 6 mos
Banc of America Securities LLCBroker
October 1997 - June 1999 · 1 yr 8 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
Jeremy Todd - Financial Advisor | TrueAdvisor