Jeremy F. Banning

KORZO FINANCIAL LLC

SAN FRANCISCO, CA 94105

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CRD#: 7662887

Professional summary

Jeremy Frimpong Banning is a registered financial advisor currently at KORZO FINANCIAL LLC located in San Francisco, California.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jeremy has worked at 1 firm and has passed the Series 65 and SIE 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.

1. Korzo Inc.; Non-Investment Related; Palo Alto CA; Holding Company; Co-Founder & Director; Start 4/2022. 2. Korzo Inc.; Non-Investment Related; Palo Alto CA; Holding Company; Chief Data Officer; Start 11/2022. 2. Raytheon Technologies; Non-Investment Related; Brooklyn NY; Multinational aerospace and defense conglomerate; Associate Director Data Science & Analytics; Start: 4/2020; 40 hours/week devoted to this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Frimpong Banning'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®

None

Experience

Current

January 23, 2023 - Present

KORZO FINANCIAL LLC

Office #1: 535 Mission St 14th Floor, San Francisco, CA 94105

RIA

CRD#: 323459

SAN FRANCISCO, CA

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".

KORZO FINANCIAL LLC

KORZO | KORZO FINANCIAL LLC

CRD#: 323459 / SEC#: 801-127236

RIA

Registered Investment Advisory firm - (1/23/2023 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
(1/23/2023)

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

State Security Law Exam

IAR

Series 65

Date: 10/21/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/27/2022

Securities Industry Essentials Examination

Current Firm

KORZO FINANCIAL LLC

KORZO | KORZO FINANCIAL LLC

CRD#: 323459 / SEC#: 801-127236

RIA

Registered Investment Advisory firm - (1/23/2023 Approved)

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Contact information

Main Address

535 Mission St 14th Floor, San Francisco, CA 94105

Mailing Address

Phone number

(415) 449-5555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KORZO FINANCIAL LLC ADV BROCHURE (9/15/2025)

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 F. Banning

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Frimpong Banning's CRS (Customer Relationship Summary).

Certified licenses

Experience

KORZO FINANCIAL LLC

Primary Firm SEC Registration

KORZO FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/21/2022

SIE

Date: 8/27/2022

Current Firm

KORZO FINANCIAL LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

KORZO FINANCIAL LLC

TRUST BUT VERIFY

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