Jeremy Suarez is a registered investment advisor at Tomoro, based in Red Bank, NJ, with 16 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, Business Owners, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
The annual investment management services fee ranges up to 1.80%. Fees are negotiable based on the size and nature of the relationship, services rendered, and complexity.
Fee Estimator
Location
11 Wharf Avenue, Suite 4, Red Bank, NJ, 07701
Get directionsHistory
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 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
Tomoro
Invst, LLC
Previous Registrations
Invst, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
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
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