Jeremy Taubes

Jeremy Taubes

Principal

Role
Registered Representative of the Leaders Group, Inc Member Finra Sipc at Summit Trail Advisors
Location
New York, NY, US
LinkedIn followers
500 followers

About Jeremy Taubes

Summit Trail is a leading Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previously only found with individual family offices. Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC

Experience

  1. Registered Representative of the Leaders Group, Inc Member Finra Sipc

    Summit Trail Advisors

    Feb 2021 — Present

Education

  • Hofstra University

    BBA, Accounting

    1998 — 2001

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