Jeremy Schwibner

Current Employers

Employment History

• 01/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vero Beach, FL
• 02/2012 → Present
  Bank Of America, N.A.
  Vero Beach, FL

Other Businesses

I*367012FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: J K S, DMD, PLLCINVESTMENT RELATED: NADDRESS OF BUSINESS:VERO BEACH, FLORIDA 32960NATURE OF BUSINESS: S-CORP,POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 12/1/2016NUMBER OF HOURS DEVOTED: 40 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THIS IS MY WIFE'S CORPORATION, WHICH OWNS 50% OF HER DENTAL PRACTICE. I WILL BE TAKING ON A ROLE OF ADVISORY BOARD MEMBER, TO ASSIST IN MARKETING AND BUSINESS DEVELOPMENT TO MAKE THE PRACTICE MORE EFFICIENT AND TO GROW OVER TIME. I*455884For profit or not for profit: Entity For ProfitName of outside business organization: Dental Partners of Vero Beach PLLCInvestment related: NAddress of business: Vero Beach, Florida, 32960Nature of business: ["General Partnership"]Position, title, association: ["Board Member"], Start date of relationship: 7/29/2022Number of hours devoted: 40 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , My wife's corporation (Jenna Katz Schwibner, DMD, PLLC) owns 40% of this entity. I have an advisory board member position, to assist in marketing and business development, yet receive no compensation from Dental Partners for this position. I*: 1709283Entity Type: Entity For ProfitName of OBA: DPVB Real Estate, LLCAddress: Vero Beach FLInvestment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 01/01/2024Number of Hours: 1 hour monthlyNumber of Hours during trading: 0Duties: Owns a commercial building, where my wife's dental practice occupies 50% I* 1707266For profit or not for profit: Entity For ProfitName of outside business organization: Oak Point 5 Condominium Assocation, Inc.Investment related: noAddress of business: Vero Beach, FL, 32960Nature of business: CorporationPosition, title, association: OfficerStart date of relationship: 01/01/2024Number of hours devoted: 1 monthlyNumber of hours devoted during trading hours: 0Duties: President, managing monthly expenses of the condo association. My wife and i own the entire building that comprises this condo association, and her business occupies 50%. There are no other owners, however we have two tenants whereby we collect Common Area Maintenance fees monthly and then pay items like utilities, landscaping, insurance, etc. I*2820283Entity Type: CharitableName of OBA: Temple Beth Shalom of Vero Beach Foundation, Inc.Address:Vero Beach FloridaInvestment Related:NoPosition, Title, Association:Board MemberStart Date:09/09/2025No Hours: 52 YearlyNo Hours during trading:26Duties:Foundation that raises money to benefit the Temple and Holocaust education programs. I*3123293 Entity Type: Entity For Profit Name of OBA:Foundation First Education, LLC Address:Vero Beach Florida Investment Related:No Position, Title, Association:Other Start Date:01/15/2026 No Hours: 3 Monthly No Hours during trading:0 Monthly Duties:One of my spouse's companiesManager, assisting with some administrative functions

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-05
• S63 Uniform Securities Agent State Law Examination
  2011-11-18