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JN

Jeremy P. Nass

GOLDMAN SACHS & CO. LLC
Cohoes, NY 12047
Some features on this profile are disabled
CRD#: 4244509
JN

Professional summary


Jeremy Paul Nass, who also goes by Jeremy Paul Nass, Jeremy Nass, is a registered financial professional currently at GOLDMAN SACHS & CO. LLC located in Cohoes, New York and MERCER ALLIED COMPANY, L.P. located in Cohoes, New York.

Jeremy is registered as a RR (Registered Representative) and started their career in finance in 2004. Jeremy has worked at 4 firms and has passed the Series 99TO, SIE, Series 99 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeremy Paul Nass | Jeremy Nass

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Jeremy Paul Nass's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 12, 2024 - Present

GOLDMAN SACHS & CO. LLC

Office #1: 100 Coliseum Drive, Cohoes, NY 12047
RIA
BD
CRD#: 361
Cohoes, NY
Current

July 1, 2024 - Present

MERCER ALLIED COMPANY, L.P.

Office #1: 100 Coliseum Drive, Cohoes, NY 12047
BD
CRD#: 37404
Cohoes, NY
Past

October 16, 2012 - April 26, 2016

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

April 7, 2004 - November 1, 2005

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 2/12/2024
Operations Professional Examination
General Industry/Product Exam
RR
Series 99
Date: 10/15/2012
Operations Professional Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MA
MERCER ALLIED COMPANY, L.P.
MERCER ALLIED COMPANY, L.P.

CRD#: 37404 / SEC#: , 8-47739

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
100 Coliseum Drive, Cohoes, NY 12047
Mailing Address
100 Coliseum Drive, Cohoes, NY 12047
Phone number
(518) 886-4000
Established
Delaware since 10/11/1994
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
GOLDMAN SACHS WEALTH SERVICES, L.P.SOLE LIMITED PARTNER106693
GS AYCO HOLDING LLCGENERAL PARTNER
HALL, LARIK MARSHALLPRESIDENT2634322
KINOWSKI, KYLE TVICE PRESIDENT4277862
LUKS, SHELLEY MVP & CHIEF FINANCIAL OFFICER6004389
NASS, JEREMY PAULVP & CHIEF OPERATIONS OFFICER4244509
RYAN, DIANA ELIZABETHVP & CHIEF COMPLIANCE OFFICER2780148
VOLSKY, MELISSA CVICE PRESIDENT4648752

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MERCER ALLIED COMPANY, L.P.

CRD#: 37404Cohoes, NY 12047

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