Jeremy L. Eppley
Professional summary
Jeremy L Eppley, AIF®, CFP®, who also goes by Jeremy Luc Eppley, Jeremy Eppley, is a registered financial advisor currently at SILVERSTONE FINANCIAL LLC located in Owings Mills, Maryland.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jeremy has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy L Eppley's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2023
Experience
October 7, 2021 - Present
SILVERSTONE FINANCIAL LLC
March 19, 2021 - August 19, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/7/2021)
(9/5/2024)
(2/25/2025)
Exams
Series 7TO
Date: 3/19/2021
General Securities Representative ExaminationCurrent Firm
SILVERSTONE FINANCIAL LLC
CRD#: 316845 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 89 |
| AUM (Assets Under Management) | $ 22,049,731 |
Red Flags
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