Jeremy Michael Straub

Current Employers

Employment History

• 03/2017 → Present
  Mml Investors Services, Llc
  Fort Lauderdale, FL
• 07/2016 → Present
  Massmutual Life Insurance Co
  Fort Lauderdale, FL
• 03/2015 → 03/2017
  Msi Financial Services
  Fort Lauderdale, FL

Previous Registrations

• 2016-01-27 → 2017-03-25
  Msi Financial Services, Inc.
  Fort Lauderdale, FL
• 2003-07-23 → 2015-03-12
  Ameriprise Financial Services, Llc
  Irvine, CA
  Los Angeles, CA
  Center Valley, PA
  Palm Beach Gardens, FL
• 2009-04-21 → 2009-10-14
  Ameriprise Advisor Services, Inc.
  Detroit, MI

Other Businesses

(1)NAME: UPRENEUR LLC INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: BROADCASTING POSITION: OWNER START: 03/2019 NO/HRS: 5 NO/HRS DUR SEC TRADING: 1. (2)NAME: KAILA HOLDINGS LLC INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: LLC FOR BUSINESS EXPENSES PURPOSES POSITION: OWNERSHIP START: 01/2019 NO/HRS: 1 NO/HRS DUR SEC TRADING: 0. (3)NAME: COASTAL WEALTH SOLUTIONS LLC INV REL: Y ADDR: 1000 CORPORATE DR SUITE 700 FORT LAUDERDALE FL 33334 NATURE: OWNERSHIP OF GROUP BENEFITS COMPANY POSITION: OWNER START: 07/01/2016 NO/HRS: 10 NO/HRS DUR SEC TRADING: 2 DESCRIBE DUTIES: OWNER OF GROUP BENEFITS COMPANY- GROUP LIFE AND GROUP HEALTH. (4)NAME: COASTAL WEALTH INSURANCE INV REL: Y ADDR: 1000 CORPORATE DR SUITE 700 FORT LAUDERDALE FL 33334 NATURE: PROPERTY & CASUALTY COMPANY POSITION: OWNER START: 07/01/2016 NO/HRS: 10 NO/HRS DUR SEC TRADING: 2 DESCRIBE DUTIES: OWNER OF PROPERTY & CASUALTY COMPANY. (5)NAME: JEREMY STRAUB INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: CONTRIBUTING AUTHOR FOR BOOK: CRACKING THE CODE TO SUCCESS. POSITION: CONTRIBUTING AUTHOR START: 04/2017 NO/HRS: 0 NO/HRS DUR SEC TRADING: 1. (6)NAME: MM COASTAL WEALTH, LLC INV REL: Y ADDR: 1000 CORPORATE DR SUITE 700 FORT LAUDERDALE FL 33334 NATURE: OWNERSHIP OF LLC FOR AGENCY EXPENSE PURPOSES. POSITION: OWNER START: 12/01/2019 NO HRS/MO: 10 NO HRS/MO SEC DUR TRADING: 2 DESCRIBE DUTIES: OWNER OF LLC FOR AGENCY EXPENSES. (7)NAME: JEREMY STRAUB LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: LLC USED TO HOLD PRIVATE INVESTMENT. PST HAS BEEN SUBMITTED AND HAS BEEN APPROVED BY THE FIRM. POSITION: OWNERSHIP START: 01/2020 NO HRS/MO: 1 NO HRS/MO DUR SEC TRADING: 0. (8)NAME: CW SOLUTIONS LLC INV REL: Y ADDR: 1000 CORPORATE DR SUITE 700 FORT LAUDERDALE FL 33334 NATURE: OUTSIDE INSURANCE BUSINESS POSITION: OWNER/AGENT START: 07/01/2021 NO HRS/MO: 10 NO HRS/MO DUR SEC TRADING: 1 DESCRIBE DUTIES: LIFE, FIXED ANNUTIES, DISABILITY, LTC, AND HEALTH. (9)NAME: YOUNG PRESIDENT ORGANIZATION (YPO) INV REL: N ADDR: RESIDENTIAL ADDRESS NATURE: LEADERSHIP ORGANIZATION FOR CEOS POSITION: BOARD MEMBER START: 1/1/2023 NO HRS/MO: 15 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: BOARD MEMBER- ATTEND MEETINGS AND VOTE ON ITEMS BROUGHT TO THE BOARD. (10)NAME: COASTAL WEALTH LLC INV REL: Y ADDR: RESIDENTIAL ADDRESS NATURE: HOLDING COMPANY FOR AGENCY ACCOUNTING POSITION: OWNER START: 1/1/2024 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: HOLDING COMPANY FOR AGENCY ACCOUNTING. (11)NAME: FIRE MEDIA GROUP LLC INV REL: Y ADDR: 1851 PETERS ROAD SUITE 1700 PLANTATION FL 33324 NATURE: LEAD GENERATION COMPANY POSITION: OWNER START: 1/1/2023 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 6 DESCRIBE DUTIES: LEAD GENERATION COMPANY THAT GENERATED FIXED INSURANCE LEADS AS WELL AS NON-FINANCIAL SERVICES LEADS.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-07