Jeremy Isaac Beck

Current Employers

Employment History

• 08/2009 → 02/2017
  Wells Fargo Advisors Financial Network Llc
  Depew, NY
• 02/2017 → 07/2025
  Commonwealth Financial Network
  Waltham, MA
• 02/2017 → 07/2025
  Custom Wealth Strategies
  Depew, NY
• 07/2025 → Present
  Raymond James Financial Services, Inc.
  Depew, NY
• 07/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Depew, NY

Previous Registrations

• 2021-06-29 → 2025-07-16
  Commonwealth Financial Network
  Waltham, MA
  Depew, NY
• 2009-09-15 → 2017-02-24
  Wells Fargo Advisors Financial Network, Llc
  Cheektowaga, NY

Other Businesses

(1)Name of Business: Beck & Valazza, LLC Address: 4990 Transit Rd, Depew, NY, 14043-4468, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 04/03/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Beck & Valazza LLC. is the holding company for our real estate office building located at 4990 Transit Road, Depew NY 14043. David Burgio and Jeremy Beck are 50% owners of the office building and we each rent from the LLC for our 50% share. (2)Name of Business: Sacco & Beck LLC Address: 4990 Transit Rd, Depew, NY, 14043-4468, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 10/17/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC was created by Jeremy Beck and Tyler Sacco, both advisors with RJFS. The purpose of the LLC is to hold one property located at 3415 Orchard Park Rd, Orchard Park NY 14217. \n\nThe building needs remodeling and we will begin working on the property after closing of 10/17/25. The property will then be placed in service, once approved, as the second location for Buffalo Financial. (3)Name of Business: Sacco & Beck, LLC Address: 4990 Transit Rd, Depew, NY, 14043-4468, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 10/10/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Sacco & Beck, LLC Address: 4990 Transit Rd, Depew, NY, 14043-4468, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/10/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sacco & Beck LLC was created for the purchase of 3415 Orchard Park Rd, Orchard Park, NY 14217. The property will have one tenant, Buffalo Financial. As Buffalo Financial of RJFS has outgrown their current building, they would like to expand into the southtowns of WNY. Sacco & Beck LLC would own the physical building and the financial advisory practice would rent from the LLC.

Exams

• S66 Uniform Combined State Law Examination
  2002-11-08