Jeremiah D Vires

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-02
OH	RA	APPROVED	2025-10-17

Branch Locations

3180 E Main St, Columbus, OH 43213 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Columbus	OH	07/2025	Present
Willscot	Columbus	OH	04/2025	07/2025
Actioncoach Central Ohio	Columbus	OH	07/2024	04/2025
Lexisnexis (Part Of Relx)	Miamisburg	OH	04/2020	07/2024
Revlocal	Troy	OH	08/2019	04/2020
Itw Food Equipment Group	Troy	OH	06/2017	07/2019
Arlt & Company	Columbus	OH	03/2016	06/2017
Ohio State University	Columbus	OH	08/2013	05/2017
Bank Of America, N.A.	Canal Winchester	OH	10/2025	Present

07/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Columbus, OH
04/2025 → 07/2025

Willscot

Columbus, OH
07/2024 → 04/2025

Actioncoach Central Ohio

Columbus, OH
04/2020 → 07/2024

Lexisnexis (Part Of Relx)

Miamisburg, OH
08/2019 → 04/2020

Revlocal

Troy, OH
06/2017 → 07/2019

Itw Food Equipment Group

Troy, OH
03/2016 → 06/2017

Arlt & Company

Columbus, OH
08/2013 → 05/2017

Ohio State University

Columbus, OH
10/2025 → Present

Bank Of America, N.A.

Canal Winchester, OH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-16

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