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Jeremy Suarez

15 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
2,745 clients
Average Client Portfolio
$651K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
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Location

3625 E 96th St, Indianapolis, IN, 46240

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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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Other Business ActivitiesSells Insurance

Jeremy manages bill pay for his business through JDS Advisory and sells insurance. He also owns multiple properties through various LLCs and has power of attorney for Kimberly Suarez.

Employment History
Current Registrations
Invst, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Invst, LLC
May 2023 - January 2025 · 1 yr 8 mos
Park Avenue Securities LLC
March 2011 - May 2023 · 12 yrs 2 mos
Park Avenue Securities LLCBroker
April 2010 - May 2023 · 13 yrs 1 mo
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Jeremy Suarez - Financial Advisor | TrueAdvisor