Jeremy Veres

Jeremy Veres

FLOWER CITY CAPITAL
Frederick, MD 21704
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CRD#: 6587697
Jeremy Veres

Professional summary


Jeremy Veres, AIF®, CFP® is a registered financial advisor currently at FLOWER CITY CAPITAL LLC located in Frederick, Maryland.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jeremy has worked at 6 firms and has passed the Series 66, SIE, Series 57 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.

CRS (Client Relationship Summary) - RIA


Click below to view Jeremy Veres'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®

Experience


Current

January 30, 2026 - Present

FLOWER CITY CAPITAL LLC

Office #1: 7100 Guilford Dr. Suite 200, Frederick, MD 21704
RIA
CRD#: 281503
Frederick, MD
Past

August 6, 2019 - February 5, 2026

TURNING POINT FINANCIAL

RIA
CRD#: 301282
FREDERICK, MD
Past

March 16, 2018 - August 1, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
COLUMBIA, MD
Past

March 16, 2018 - August 1, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
COLUMBIA, MD
Past

September 6, 2016 - February 28, 2018

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
BALTIMORE, MD
Past

September 6, 2016 - February 28, 2018

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
BALTIMORE, MD
Past

August 2, 2016 - September 6, 2016

DEUTSCHE BANK SECURITIES INC.

RIA
CRD#: 2525
BALTIMORE, MD
Past

August 2, 2016 - September 6, 2016

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
BALTIMORE, MD
Past

February 22, 2016 - August 1, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HUNT VALLEY, MD
Past

January 27, 2016 - August 1, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HUNT VALLEY, MD

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".
FLOWER CITY CAPITAL LLC
FLOWER CITY CAPITAL LLC
FLOWER CITY CAPITAL LLC

CRD#: 281503 / SEC#: 801-113630

RIA
Registered Investment Advisory firm - (7/19/2018 Approved)
New York
Registered Investment Advisory firm - (12/22/2020 Terminated)

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
Maryland
(1/30/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/19/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57
Date: 4/3/2017
Securities Trader Exam
General Industry/Product Exam

Current Firm


FLOWER CITY CAPITAL LLC
FLOWER CITY CAPITAL LLC
FLOWER CITY CAPITAL LLC

CRD#: 281503 / SEC#: 801-113630

RIA
Registered Investment Advisory firm - (7/19/2018 Approved)
New York
Registered Investment Advisory firm - (12/22/2020 Terminated)
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Contact information


Main Address
1 Fishers Rd Suite 220, Pittsford, NY 14534
Mailing Address
Phone number
(585) 236-8501
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (11 States and Territories)


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Regulatory assets under management


Total Number of Accounts827
AUM (Assets Under Management)$ 333,588,065

Red Flags


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Company Information


FLOWER CITY CAPITAL LLC

FLOWER CITY CAPITAL LLC

CRD#: 281503Frederick, MD 21704

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