Jeremy D. Bardin
Professional summary
Jeremy David Bardin is a registered financial advisor currently at ELEVATE CAPITAL MANAGEMENT, L.L.C. located in San Francisco, California.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jeremy has worked at 5 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy David Bardin's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 18, 2019 - Present
ELEVATE CAPITAL MANAGEMENT, L.L.C.
Office #1: One Embarcadero Center Suite 650, San Francisco, CA 94111June 11, 2018 - July 26, 2019
ELEVATE WEALTH MANAGEMENT, L.L.C.
February 25, 2015 - August 4, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 3, 2015 - August 4, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 28, 2009 - November 18, 2011
OPPENHEIMER & CO. INC.
August 28, 2009 - November 18, 2011
OPPENHEIMER & CO. INC.
September 1, 2000 - July 7, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 1, 2000 - July 7, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 25, 1997 - March 9, 2000
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/18/2019)
Exams
Current Firm
ELEVATE CAPITAL MANAGEMENT, L.L.C.
CRD#: 301992 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 71 |
| AUM (Assets Under Management) | $ 34,657,275 |
Red Flags
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