Senior Vice President, Financial Adviser
As a Vice President of Telos Capital Management, Inc., Jeremy works closely with individual clients to help them achieve specific goals for their own or their family’s financial future. He also works on developing new business, and has more than 25 years of financial industry experience. Prior to joining the Telos team, Jeremy worked at Charles Schwab & Co. in Ventura, California as a Vice President and Financial Consultant, where he advised clients and helped them manage their financial and investment goals. Jeremy graduated from the Master’s College, in Santa Clarita, California, earning a Bachelor of Arts degree. His studies included one semester at Jerusalem University College in Jerusalem, Israel. He received his CFP® (CERTIFIED FINANCIAL PLANNERTM) certification from the CFP Board of Standards in 2013. As a CFP®, Jeremy has expertise in working with investment strategies, estate planning, and insurance needs. Jeremy also holds his AAMS (Accredited Asset Management Specialist) designation from the College for Financial Planning, which he attained in 2007.
Jeremy lives in Ventura with his wife and three daughters. He enjoys surfing, traveling with his family, and other outdoor activities.