Jeremy Urquhart

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2016 → Present
  Edward Jones
  St Louis, MO
• 08/2015 → Present
  United States Marine Corps Reserve
  Devens, MA

Other Businesses

Rental Property Biddeford, ME Start date: 9/10/2021 Owner Hours per week: 1 Hours during trading: 1 Landlord * Rental Property Portland, ME Start date: 5/2/2022 Owner Hours per week: 1 Hours during trading: 1 Ownership and maintenance of property * Rental Property Portland, ME Start date: 6/2/2025 Owner Hours per week: 1 Hours during trading: 1 Maintenance and rental

Exams

• S66 Uniform Combined State Law Examination
  2016-07-21

Designations

• Certified Financial Planner

Other Names

• Jeremy Constant Macdonald Urquhart