Jeremy Michael Saham

Current Employers

Employment History

• 04/2016 → 04/2021
  Securities America Inc.
  Cleveland, OH
• 04/2016 → 04/2021
  Securities America Advisors, Inc.
  Cleveland, OH
• 02/2018 → 05/2022
  Cedar Brook Financial Partners, Llc/Dba Cedar Brook Group
  Cleveland, OH
• 04/2021 → 05/2022
  Cadaret, Grant & Co., Inc.
  Cleveland, OH
• 06/2022 → Present
  Silver Oak Securities, Inc.
  University Heights, OH

Previous Registrations

• 2018-03-02 → 2022-05-05
  Cedar Brook Group
  Cleveland, OH
• 2021-04-07 → 2022-05-02
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Cleveland, OH
  Syracuse, NY
• 2016-04-06 → 2021-04-13
  Securities America Advisors, Inc.
  Mayfield Heights, OH
• 2015-11-09 → 2016-03-11
  Raymond James & Associates, Inc.
  Beachwood, OH

Other Businesses

1) Volunteer; Volunteer American Jewish Committee; Investment Related: No; Location: 422 Euclid Ave; Description of the business: Non Profit Organization; Responsibilities Duties: Community Collaboration; Start date with business: 2014-10-01; Hours devoted to business outside trading hours: 2; 2) Board Member; Jewish Big Brothers Big Sisters; Investment Related: No; Location: 22001 Fairmount Blvd, Cleveland, OH 44118; Description of the business: Charity/Non-Profit; Responsibilities Duties: Attend Quarterly Meetings; Start date with business: 2014-10-01; Hours devoted to business outside trading hours: 1; 3) INSURANCE LICENSED Ash Brokerage,Is Not Investment Related,,Insurance Sales,Insurance Agent,2016-04-01,40 hours per month,40 hours per month during trading hours,Commission Compensation,"Insurance sales - Life Insurance/Disability/health/fixed annuities/LTC, selling and servicing insurance products." 4) President/Owner; JMS Financial Solutions, LLC; Investment Related: Yes; Location: 3773 Washington Blvd, University Heights, OH; Description of the business: DBA for securities and advisory business and LLC set up to consolidate advisory fees and insurance commissions for financial reporting purposes.; Responsibilities Duties: Financial Planning and Investment Management; Start date with business: 2016-04-01; Hours devoted to business during trading hours: 120; Hours devoted to business during trading hours: 120; 5) JEWISH FEDERATION OF CLEVELAND POSITION: Committee Member NATURE: Risk Management Committee, Not INVESTMENT RELATED, NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2019 ADDRESS: 25701 Science Park, Beachwood OH 44122, No Compensation, DESCRIPTION: General oversight of risk management. 6. Lifetime Fitness 3850 Richmond Rd, Beachwood, OH 44122. Non Investment Related. Group Fitness Instructor. Teach group fitness cycle classes. Began 06/01/2014. Teach 8-10 Hours per month here, not during securities hours. 7. Crunch Fitness 24325 Chagrin Blvd, Beachwood, OH 44122. Non Investment Related. Group Fitness Instructor. Teach Group Fitness. Began 07/01/2026. Teach Group Fitness Class 1 -2 days a week, not during securities hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-11-05

Designations