Jeremy Office is a CFP, ChFC-designated registered investment advisor, based in Delray Beach, FL, with 23 years of industry experience.
Location
137 NW 1st Avenue, Delray Beach, FL, 33444
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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 financial advisor and principal at Maclendon Wealth Management, dedicating nearly full-time hours to this role. He also engages in personal equity investments, sells insurance (term/LTC policies), rents out an RV, oversees a rental property, and acts as a trustee for Jeremy Office.
Employment History
Current Registrations
Apw Capital, INC.Broker
Maclendon Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
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