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Jeremy D. Suarez
INVST
Red Bank, NJ 07701
Some features on this profile are disabled
CRD#: 5009667
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Professional summary
Jeremy D Suarez, who also goes by Jeremy D Suarez, is a registered financial advisor currently at INVST, LLC located in Red Bank, New Jersey.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jeremy has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremy D Suarez
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.
1. JDS Advisory-Entity Created to manage bill pay for my business, Start: 01/31/2013, Address: 18 Saratoga Drive Colts Neck, NJ 07722, 2 non bus hrs per month, Not investment related, 2. Sale of Insurance Start: 09/09/2015, Address: 11 WHARF AVE C-4 RED BANK NJ 07701 15 bus hr per month, Investment Related, 3. JDS Ambassador LLC-This LLC was created for a property I own, Start: 01/30/2017, Address: 16 Ambassador Dr Red Bank NJ 07701, 2 non bus hrs per month, Investment related, 4. Juban LLC-This LLC will be the entity for a passive real estate investment, Address: 18 Saratoga Dr. Colts NJ, 0 hours per month, Investment related, 5) Power of Attorney for Kimberly Suarez, Start: 01/30/2020, Address: 18 Saratoga Dr. Colts Neck NJ, 0 hours per month, Not Investment related, No compensation, 6) Surf City JDS LLC- entity created to own a beach home in Surf City NJ for rental/use, Start: 01/30/2020, Address: 115 14th St Surf City NJ 08008, 1 total hour per month, 0 during securities trading hours, Investment related, Less than 10% annual compensation, 7) Tomoro Holdings LLC-Partners set up a LLC to acquire an office condo, Start: 10/01/2021, Address: 11 Wharf Ave, Red Bank NJ 07701, 1 total hour per month, 0 during securities trading hours, Investment related, Less than 10% annual compensation, 8) 9 WHARF JDS LLC- NEW ENTITY CREATED TO OWN MIXED USE BUILDING, PERSONAL ASSET Start: 12/02/2022 Address: 9 WHARF AVE RED BANK NJ 07701 1 total hour per month, 0 during securities trading hours, Investment related, Less than 10% annual compensation,
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy D Suarez's 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®
NoneExperience
Current
January 22, 2025 - Present
INVST, LLC
Office #1: 11 Wharf Avenue, Suite 4, Red Bank, NJ 07701RIA
CRD#: 282863
Red Bank, NJ
Past
May 3, 2023 - January 1, 2025
INVST, LLC
RIA
CRD#: 282863
Red Bank, NJ
Past
March 16, 2011 - May 10, 2023
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
RED BANK, NJ
Past
April 14, 2010 - May 10, 2023
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
RED BANK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IL
INVST, LLC
INVST | TOMORO | LEVINE FINANCIAL GROUP | KNIGHT FAMILY WEALTH | KILTER GROUP | JB CONSULTING, LLC | JARRED BUNCH CONSULTING, LLC | INVST, LLC
CRD#: 282863 / SEC#: 801-107265
RIA
Registered Investment Advisory firm - (2/16/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(1/22/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IL
INVST, LLC
INVST | TOMORO | LEVINE FINANCIAL GROUP | KNIGHT FAMILY WEALTH | KILTER GROUP | JB CONSULTING, LLC | JARRED BUNCH CONSULTING, LLC | INVST, LLC
CRD#: 282863 / SEC#: 801-107265
RIA
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Contact information
Main Address
3625 E 96th St, Indianapolis, IN 46240
Mailing Address
Phone number
(317) 202-1891
Established
Firm type
Fiscal year end
# of Employees
65
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,777 |
| AUM (Assets Under Management) | $ 1,786,624,623 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
