Jeremy Post is a CFP-designated registered investment advisor, based in Charlotte, NC, with 7 years of industry experience.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremy maintains a life and health insurance license, though he does not currently devote any time to it. This activity is not investment-related.
Employment History
Current Registrations
Vanguard Marketing CorporationBroker
May 2025 - Present · 1 yr
Vanguard Advisers, INC.
May 2025 - Present · 1 yr
Vanguard Marketing Corporation
May 2025 - Present · 1 yr
Previous Registrations
Charles Schwab & CO., INC.
April 2019 - April 2025 · 6 yrs
Charles Schwab & CO., INC.Broker
February 2019 - April 2025 · 6 yrs 2 mos
State Registrations3 states
INNCTX
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.