Jeremy Ethan Kuptsow

Current Employers

Employment History

• 06/2021 → 02/2025
  The Vanguard Group, Inc
  Malvern, PA
• 09/2020 → 05/2021
  University Of Delaware
  Newark, DE
• 06/2020 → 10/2020
  Diamond State Financial Group
  Newark, DE
• 09/2019 → 05/2020
  University Of Delaware
  Newark, DE
• 06/2019 → 08/2019
  Entercom
  Philadelphia, PA
• 09/2018 → 05/2019
  University Of Delaware
  Newark, DE
• 06/2018 → 08/2018
  Camp Saginaw
  Oxford, PA
• 09/2017 → 05/2018
  University Of Delaware
  Newark, DE
• 06/2017 → 08/2017
  Bocchese Medical Associates
  Voorhees, NJ
• 09/2016 → 05/2017
  Eastern Regional High School
  Voorhees, NJ
• 02/2025 → Present
  Atrium Financial Associates
  Cherry Hill, NJ
• 02/2025 → Present
  Osaic Wealth Inc
  Cherry Hill, NJ

Previous Registrations

• 2022-09-19 → 2025-02-20
  Vanguard Advisers, Inc.
  Malvern, PA

Other Businesses

1. ATRIUM FINANCIAL ASSOCIATES, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 03/03/2025 ADDRESS: 1892 Greentree Road, Suite #1A, Cherry Hill NJ 08003, United States DESCRIPTION: My current responsibilities include: Administrative tasks: opening accounts, onboarding clients Shadowing senior advisor and creating a financial advisor business plan to Build financial advisor book of business 2. ATRIUM FINANCIAL ASSOCIATES POSITION: Insurance Agent NATURE: LLC, personal production INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 04/01/2025 ADDRESS: 1892 Greentree Rd, Suite 1A, Cherry Hill NJ 08003, United States DESCRIPTION: Sales and service: offering annuities, health, life, employee benefits and long term care insurance 3. ATRIUM FINANCIAL ASSOCIATES, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 03/03/2025 ADDRESS: 1892 Greentree Road, Suite #1A, Cherry Hill NJ 08003, United States DESCRIPTION: My current responsibilities include: Administrative tasks: opening accounts, onboarding clients Shadowing senior advisor and creating a financial advisor business plan to Build financial advisor book of business

Exams

• S66 Uniform Combined State Law Examination
  2022-09-15
• S63 Uniform Securities Agent State Law Examination
  2021-08-16

Designations

Other Names

• Jeremy Kuptsow