JB
CFP · ChFC
JB
CFP · ChFC

Jeremiah Buden

11 Years of Experience
East Meadow, NY
BrokerSells Insurance

Jeremiah Buden is a CFP, ChFC-designated registered investment advisor at VALIC Financial Advisors, INC., based in East Meadow, NY, with 11 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

Nassau University Medical Center, 2201 Hempstead Turnpike - 5th Floor, East Meadow, NY, 11554

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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

Jeremiah is an agent selling non-securities insurance products and an advisory committee member for The Gotham Fund, an endowment fund associated with a non-profit rugby club. He dedicates a few hours per week to selling insurance and minimal time to the advisory committee role.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
September 2014 - Present · 11 yrs 10 mos
VALIC Financial Advisors, INC.Broker
September 2014 - Present · 11 yrs 10 mos
Previous Registrations
Voya Financial Advisors, INC.
June 2014 - October 2014 · 4 mos
Voya Financial Advisors, INC.Broker
May 2014 - October 2014 · 5 mos
State Registrations13 states
CACTDCDEFLGAMANJNYOHPATXVA
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.