Jeremy S. Goldberg

PROFESSIONAL ADVISORY SERVICES

Vero Beach, FL 32960

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CRD#: 6514750

Professional summary

Jeremy Scott Goldberg, CFP® is a registered financial advisor currently at PROFESSIONAL ADVISORY SERVICES INC located in Vero Beach, Florida.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeremy has worked at 2 firms and has passed the SIE, Series 86, Series 87 and Series 7 exams.

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 Scott Goldberg'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

September 5, 2018 - Present

PROFESSIONAL ADVISORY SERVICES INC

Office #1: 2770 Indian River Blvd Suite 204, Vero Beach, FL 32960

RIA

CRD#: 105397

Vero Beach, FL

Past

August 17, 2015 - July 12, 2016

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

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".

PROFESSIONAL ADVISORY SERVICES INC

CRD#: 105397 / SEC#: 801-14090

RIA

Registered Investment Advisory firm - (10/11/1978 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

California
(9/5/2018)

IAR

Florida
(9/12/2018)

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.

Exams

General Industry/Product Exam

SIE

Date: 7/12/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 86

Date: 12/19/2015

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 11/15/2015

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 8/16/2015

General Securities Representative Examination

Current Firm

PROFESSIONAL ADVISORY SERVICES INC

CRD#: 105397 / SEC#: 801-14090

RIA

Registered Investment Advisory firm - (10/11/1978 Approved)

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Contact information

Main Address

2770 Indian River Blvd Suite 204, Vero Beach, FL 32960

Mailing Address

Phone number

(772) 778-0552

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROFESSIONAL ADVISORY SERVICES 2023 ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,245
AUM (Assets Under Management)	$ 1,201,355,718

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 S. Goldberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Scott Goldberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROFESSIONAL ADVISORY SERVICES INC

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

PROFESSIONAL ADVISORY SERVICES INC

State Registrations and Notice Filings

Exams

SIE

Date: 7/12/2016

Series 86

Date: 12/19/2015

Series 87

Date: 11/15/2015

Series 7

Date: 8/16/2015

Current Firm

PROFESSIONAL ADVISORY SERVICES INC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROFESSIONAL ADVISORY SERVICES INC

TRUST BUT VERIFY

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