Jeremy Schmidt

21 Years of Experience

Clinton Township, MI

1 DisclosureBroker

Jeremy Schmidt is a registered investment advisor at Raymond James & Associates, INC., based in Clinton Township, MI, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

5669 advisors

IM Fee

Planning only

Assets Under Management

$501.0B

Fee Structure

Investment management only (planning not offered)

Hourly Rate:Up to $400/hr

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Location

19176 Hall Road, Suite 100, Clinton Township, MI, 48038

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History

Regulatory History (1)

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Customer Dispute

November 2008

Withdrawn

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Other Business Activities

Jeremy owns rental real estate through E & B Capital, LLC, and anticipates spending minimal time on it. He also serves as the treasurer for the North Oaks Three Subdivision HOA, dedicating minimal time to paying bills.

Employment History

Current Registrations

Raymond James & Associates, INC.

August 2007 - Present · 19 yrs 1 mo

Raymond James & Associates, INC.Broker

July 2004 - Present · 22 yrs 2 mos

State Registrations36 states

AKALARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMEMIMONCNJNVNYOHOKORSCTNTXUTVAWAWI

AdvisorBrokerBoth

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.

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