Jeremy Michael Baltz

Employer firm

Raleigh Capital Management Inc. CRD 149538

$398M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 02/2020 → Present
  Raleigh Wealth Solutions
  Cary, NC
• 03/2021 → Present
  Raleigh Capital Management
  Cary, NC
• 05/2017 → 01/2020
  Harding Brooks Insurance Agency
  Vestal, NY
• 10/2012 → 02/2017
  Raleigh Baseball Institute
  Endwell, NY

Other Businesses

Raleigh Wealth Solutions - Start date 2/3/2020 - Not investment related - 117 Edinburgh South Drive, Suite 110, Cary, NC 27511; - Insurance Producer - 48 hours per month spent - 2 hours per month spent during trading hours - Sells insurance and assists other insurance producers with servicing their clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-22