Jeremy J. Bach

CALAMAR FINANCIAL GROUP

AMHERST, NY 14228

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CRD#: 5542392

Professional summary

Jeremy Judah Bach, CFA is a registered financial professional currently at CALAMAR FINANCIAL GROUP, LLC located in Amherst, New York.

Jeremy is registered as a RR (Registered Representative) and started their career in finance in 2008. Jeremy has worked at 5 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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) BACH CAPITAL ADVISORS, LLC: DBA FOR INVESTMENT RELATED BUSINESS 2) BACH CAPITAL ADVISORS, LLC - 14 GUM TREE LANE - INVESTMENT RELATED - HELPS WITH PITCHBOOKS, SELLS ANALYTICAL SOFTWARE, MARKETING CONSULTATION, GIVES GENERAL BUSINESS ADVISE - 4 HRS/WEEK - 21-40% ANNUAL INCOME FROM CONSULTING 3) Writing Assignment, investment and non-investment related, 14 Gum Tree Lane, Lafayette Hill, PA 19444, writing, contractor, started 06/15/2017, 5 hrs/month during trading hours, writing book reviews, general market and investment commentary, due diligence reports. 4) Rental property, Not investment related, 314 N. 14th Street, Allentown, PA 18102, Gift of rental property (2-unit building) to rep from parent, Owner, started April 2018, 2 hours/month, 1 hr/mo during securities trading hours, Owner of 2-unit property to be managed by a management company.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeremy Judah Bach'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®

CFA

Chartered Financial Analyst

Experience

Current

August 2, 2018 - Present

CALAMAR FINANCIAL GROUP, LLC

Office #1: 40 John Glenn Drive, Amherst, NY 14228

CRD#: 283992

AMHERST, NY

Past

January 9, 2023 - December 11, 2023

CAVRIA ADVISORS

RIA

CRD#: 283423

LAFAYETTE HILL, PA

Past

February 8, 2022 - June 30, 2022

CALAMAR CAPITAL MANAGEMENT

RIA

CRD#: 288958

Lafayette Hill, PA

Past

January 6, 2010 - August 30, 2018

PATRICK CAPITAL MARKETS, LLC

CRD#: 16518

LAFAYETTE HILL, PA

Past

June 20, 2008 - December 23, 2009

SAXONY SECURITIES, INC.

CRD#: 115547

LAFAYETTE HILL, PA

State Registrations and Notice Filings

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

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

California
(8/2/2018)

Michigan
(1/4/2021)

New Jersey
(8/2/2018)

New York
(8/2/2018)

Pennsylvania
(8/2/2018)

Texas
(10/6/2022)

Exams

State Security Law Exam

Series 63

Date: 6/26/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/19/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CALAMAR FINANCIAL GROUP, LLC

CRD#: 283992 / SEC#: , 8-69777

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

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Contact information

Main Address

40 John Glenn Drive, Amherst, NY 14228

Mailing Address

40 John Glenn Drive, Amherst, NY 14228

Phone number

(716) 693-0006

Established

Delaware since 02/02/2016

Firm type

Limited Liability Company

Fiscal year end

March

Firm Size

Small

# of Employees

FINRA licenses (17 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
CALAMAR CAPITAL NETWORK LLC	MANAGING MEMBER
ATTANASIO, ELIZABETH MARIE	FINOP	5325007
INGRAHAM, FRANK TODD	CHIEF COMPLIANCE OFFICER	2918519
WOJCIECHOWSKI, DAMON STEPHEN	PRESIDENT,MANAGING PARTNER, GSP #1	2099699

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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Jeremy J. Bach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeremy Judah Bach's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAVRIA ADVISORS

CALAMAR CAPITAL MANAGEMENT

PATRICK CAPITAL MARKETS, LLC

SAXONY SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/26/2008

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/19/2008

FINRA

Current Firm

CALAMAR FINANCIAL GROUP, LLC

Contact information

FINRA licenses (17 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CALAMAR FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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