Jeremy Saham
President @Jms Financial Solutions, Llc
Cleveland, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2022 — Present
President @Jms Financial Solutions, Llc
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Cleveland, OH, US
Securities and advisory services offered through Silver Oak Securities, Inc, MemberFINRA/SIPC. Silver Oak and JMS Financial Solutions, LLC are separate entities.
EDUCATION
2007 — 2012
The Ohio State University
Bachelor of Science (B.S.)
SKILLS
Portfolio ManagementInvestmentsSecuritiesInvestment StrategiesInvestment ManagementEquitiesFixed IncomeLeadershipMicrosoft ExcelAsset AllocationWealth ManagementDue DiligenceLoansBloomberg TerminalRetirement PlanningWealth Preservation PlanningWealth Accumulation StrategiesIntergenerational Wealth TransferFinance
ABOUT JEREMY SAHAM
After working in a bank setting and independent RIA exploring an acquisition, I realized…
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