Jeremiah Thompson
Financial Advisor; Certified Financial Planner®, ChFEBC℠, MSPFP
- Role
- Financial Advisor at Kramer Wealth Managers
- Location
- Frederick, MD, US
- LinkedIn followers
- 500 followers
About Jeremiah Thompson
As an advisor for Kramer Wealth Managers, I strive to connect people to the process of financial management enabling them to understand and navigate their options. Like my associates, I do serve pre-retirees and retirees, corporate executives, business owners and non-for-profit organizations. I help clients to develop a complete, tailored strategy to address their current financial needs and achieve their long-term financial goals.I am a Certified Financial Planner® professional, and I have my Series 7 General Securities Representative license, Series 66, and Life Insurance licenses. I received my Bachelor of Science degree in Business Management from Rochester Institute of Technology (RIT) and earned an MS in Personal Financial Planning and Financial Therapy Graduate Certificate from Kansas State University.I have an ambition to make financial literacy more accessible for the Deaf and Hard of Hearing community, which is why I started FYIFI a website that provide the financial literacy content in American Sign Language (ASL). I grew up in Kansas and became an avid fan of sports especially baseball and football. I participated with different non-profit organizations like The Ability Experience and National Association of the Deaf.Securities and Investment Advisory Services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Traditional/Fixed Insurance offered through Kramer Wealth Managers which is not affiliated with Osaic Wealth. Branch office: 9099 Ridgefield Drive, Suite 101, Frederick, MD 21••••••••29 V, 24••••••89 VP. See website for full disclosures- Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Experience
Financial Advisor
Feb 2022 — Present · Frederick, MD, US
Education
Kansas State University
Master's degree, Personal Financial Planning
Rochester Institute of Technology
Bachelor of Science, Business Management
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