Jeremy has been in the industry for nearly 20 years, beginning his career with a small local firm in Scottsdale, Arizona. Throughout his career he has spent time with firms like Charles Schwab Institutional, Securities America, and 1st Global Capital Corp. He has a strong understanding of what firms are offering to successful financial advisors and has great insight as it pertains to the direction many firms are going. Jeremy has excelled throughout his career because of his high-level of integrity and ethics and will never try and get business closed for his or the firms own personal financial gain.
Jeremy holds his series 6, 7, and 63 licenses. He also has his Bachelors Degree in Business and his MBA in Business Management.
Judy has helped Advisors find and transition to a better home for their businesses for over 18 years. Her experience in getting to the heart of the matter for you, the client with efficiency and expertise is well known in the industry. She is excited for the opportunity to be of service to Advisors whom she recognizes as the good stewards in their communities.
Judy graduated from the University of Virginia with a Bachelor of Science in Commerce and lives in Coastal Virginia.
Ian brings over 29 years of financial services experience. He began his career as a financial advisor in Florida securing his Series 7 & 63 and developed his skills at Chatfield Dean, Oppenheimer & Co., and Prudential Securities Inc. After a brief stint wholesaling mutual funds with Ivy Funds, Ian began his career in recruiting in 2002, working with LPL and NEXT Financial Group.
In 2005, Ian branched out and started his own independent third-party recruiting firm, The Goliath Group. While with The Goliath Group, Ian focused on large producing groups and individual advisors. All of this he has accomplished without outside initiative pressures, nor additional incentives.
Ian attended S.U.N.Y. at Cobleskill and lives with his wife, daughter and 2 dogs in Waxhaw, NC.
Jon has developed, over the past 25 years, an ability to recognize and capitalize on business opportunities in various markets. His attention to detail and vigilance in developing marketing plans and executing them has drawn him to a partnership with Trusted Visions. Recognizing the growth potential for broker-dealers and enterprises within, Jon’s strategies and commitment to detail forms a perfect complement to Jeremy’s vision for accelerating market sector growth.
Jon graduated Texas Tech University with a degree in Finance.
Trusted Visions Placement & Consulting
Trusted Visions was formed understanding the amount of work and effort it takes you as a successful financial advisor to conduct the appropriate amount of due diligence on your next broker-dealer. With almost 50 years experience in the financial services industry, we have come to understand the competitive landscape that exists within the broker-dealer network. The industry is seeing the most consolidation in the history of the financial services industry and the last thing that you want to do is join a new broker-dealer and shortly after learn the firm you joined has been sold.
We at Trusted Visions take a hands-on approach to working with you, your staff, and your clients. We want to thoroughly understand your practice and needs to ensure that we are introducing you to the firm that best suits what you are seeking. Our services come at no cost to you as we are fully transparent on how we are paid, which takes nothing away from what broker-dealers are able to offer you. The staff at Trusted Visions are available 24/7 as we understand and respect that you are putting your financial livelihood in our firms hands and we take that seriously.
Whether you are looking to go to an independent broker-dealer, move from one wirehouse to another, or go RIA only, we can help. Trusted Visions does the due diligence for you, ensures that what you are looking for these firms are able to offer, and when you are ready to begin talking directly to the firms, we at Trusted Visions take part on those calls to ensure that we are getting all your questions answered.