Jeremy Steven Dvorak

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2004 → 02/2019
  Metropolitan Life Insurance Co
  Linthicum, MD
• 07/2012 → 02/2019
  M&T Securities, Inc.
  Columbia, MD
• 02/2019 → Present
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 02/2019 → Present
  Raymond James Financial Services Advisors, Inc.
  St. Petersburg, FL
• 07/2019 → Present
  Cogs
  Ellicott City, MD

Previous Registrations

• 2012-07-11 → 2019-03-14
  M&T Securities, Inc.
  Columbia, MD
  Clarksville, MD
  Fulton, MD
  Columbia, MD
  Columbia, MD
  Ellicott City, MD
  Ellicott City, MD
  Columbia, MD
  Annapolis, MD
• 2008-10-08 → 2012-07-10
  Msi Financial Services, Inc.
  Elkridge, MD
  Baltimore, MD

Other Businesses

(1)Name of Business: Jeremy S Dvorak LLC Address: 3545 Ellicott Mills Dr Suite 206, Ellicott City, MD, 21043, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/15/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I created an LLC for business expense, accounting, liability, etc (2)Name of Business: Potomac Financial Group Address: 3545 Ellicott Mills Drive, Ellicott city, MD, 21043, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/15/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-03
• S63 Uniform Securities Agent State Law Examination
  2007-06-08

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jeremy Dvorak