Jeremy D. Kees

BAHL & GAYNOR

Cedar Grove, NJ

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CRD#: 5400066

Professional summary

Jeremy David Kees, who also goes by Jeremy David Kees, Jeremy D Kees, Jeremy Kees, is a registered financial advisor currently at BAHL & GAYNOR INC located in Cedar Grove, New Jersey and QUASAR DISTRIBUTORS, LLC located in Portland, Maine.

Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jeremy has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy David Kees | Jeremy D Kees | Jeremy Kees

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) BG IS, LLC; Investment Related; N. Caldwell, NJ; Investment distribution; Institutional Portfolio Consultant; represent Bahl & Gaynor in the field and distribute their products to financial professionals; 04/2024; 160 hrs/mo. In addition to being an Investment Advisor Representative of BG IS, LLC, this associate is a Registered Representative of Quasar Distributors, LLC, an unaffiliated Broker Dealer. The associate is a Registered Representative for purposes of Quasar Distributors, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy David Kees'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

January 7, 2025 - Present

BAHL & GAYNOR INC

RIA

CRD#: 106139

Cedar Grove, NJ

Current

May 17, 2024 - Present

QUASAR DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101

CRD#: 103848

Portland, ME

Past

December 21, 2012 - April 15, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

December 19, 2012 - April 15, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

April 9, 2012 - November 26, 2012

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 124446

COLUMBUS, OH

Past

April 5, 2012 - November 26, 2012

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

COLUMBUS, OH

Past

October 31, 2007 - April 9, 2012

EDWARD JONES

RIA

CRD#: 250

GRANVILLE, OH

Past

September 27, 2007 - April 9, 2012

EDWARD JONES

CRD#: 250

GRANVILLE, OH

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".

BAHL & GAYNOR INC

BAHL & GAYNOR INC | BAHL & GAYNOR INVESTMENT COUNSEL

CRD#: 106139 / SEC#: 801-36951

RIA

Registered Investment Advisory firm - (7/13/1990 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(5/17/2024)

IAR

Delaware
(1/7/2025)

New Jersey
(5/17/2024)

IAR

New Jersey
(1/7/2025)

Pennsylvania
(5/17/2024)

IAR

Pennsylvania
(1/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/11/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/26/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 2/23/2018

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BAHL & GAYNOR INC

BAHL & GAYNOR INC | BAHL & GAYNOR INVESTMENT COUNSEL

CRD#: 106139 / SEC#: 801-36951

RIA

Registered Investment Advisory firm - (7/13/1990 Approved)

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Contact information

Main Address

255 East Fifth Street Suite 2700, Cincinnati, OH 45202

Mailing Address

Phone number

(513) 287-6100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BAHL & GAYNOR ADV PART 2A (11/18/2025)

BAHL & GAYNOR ADV PART 2B (11/18/2025)

Regulatory assets under management

Total Number of Accounts	3,201
AUM (Assets Under Management)	$ 21,240,513,254

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.

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Advisor Monitoring

Firm Stability Insights

Jeremy D. Kees

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy David Kees's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUASAR DISTRIBUTORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

J.P. TURNER & COMPANY, L.L.C.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

BAHL & GAYNOR INC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2007

SIE

Date: 10/1/2018

Series 7

Date: 9/26/2007

Series 10

Date: 1/2/2023

Series 24

Date: 2/23/2018

FINRA

Current Firm

BAHL & GAYNOR INC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BAHL & GAYNOR INC

TRUST BUT VERIFY

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