Jeremy M. Enos
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeremy Michael Enos, CFP®, who also goes by Jeremy M Enos, was a registered financial professional .
Jeremy is a previously registered financial professional and started their career in finance in 2008. Jeremy had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 16, 2015 - April 11, 2017
OSBORNE PARTNERS
September 30, 2011 - September 23, 2015
STRATEGIC ADVISERS LLC
September 26, 2011 - September 22, 2015
FIDELITY BROKERAGE SERVICES LLC
March 19, 2010 - September 1, 2011
CHASE INVESTMENT SERVICES CORP.
March 19, 2010 - September 1, 2011
CHASE INVESTMENT SERVICES CORP.
June 1, 2009 - December 10, 2009
MORGAN STANLEY
June 1, 2009 - December 10, 2009
MORGAN STANLEY
December 15, 2008 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
November 19, 2008 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
OSBORNE PARTNERS
CRD#: 108100 / SEC#: 801-56319
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
OSBORNE PARTNERS
CRD#: 108100 / SEC#: 801-56319
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,015 |
| AUM (Assets Under Management) | $ 2,358,840,039 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/23/2025 | ||
| 01/03/2024 |
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.
