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JJ

Jeremy M. Jacquin

J.M. JACQUIN & COMPANY
Mansfield, OH
Some features on this profile are disabled
CRD#: 5838929
JJ

Professional summary

Jeremy Michael Jacquin is a registered financial advisor currently at J.M. JACQUIN & COMPANY located in Mansfield, Ohio.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jeremy has worked at 6 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Michael Jacquin'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®
None

Experience

Current

December 16, 2024 - Present

J.M. JACQUIN & COMPANY

RIA
CRD#: 331420
Mansfield, OH
Past

February 7, 2022 - December 31, 2022

J.M. JACQUIN & COMPANY

RIA
CRD#: 315517
MANSFIELD, OH
Past

April 13, 2016 - August 24, 2018

ESB WEALTH MANAGEMENT, LLC

RIA
CRD#: 281835
FEDERAL WAY, WA
Past

March 7, 2013 - April 8, 2015

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
FEDERAL WAY, WA
Past

February 26, 2013 - April 12, 2016

ESB WEALTH MANAGEMENT, LLC

RIA
CRD#: 154889
FEDERAL WAY, WA
Past

January 21, 2011 - October 11, 2012

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
MANSFIELD, OH

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
Ohio
(12/16/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/5/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/4/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/8/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/18/2011
General Securities Representative Examination

Current Firm

JJ
J.M. JACQUIN & COMPANY
J.M. JACQUIN & COMPANY

CRD#: 331420 / SEC#:

Ohio
Registered Investment Advisory firm - (12/16/2024 Approved)
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Contact information

Main Address
180 Euclid Ave, Mansfield, OH 44903
Mailing Address
Phone number
(419) 577-9259
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

J.M. JACQUIN & COMPANY

CRD#: 331420Mansfield, OH

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