Jeremy Malcom Buranis

$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	2026-07-24
CA	RA	APPROVED	2026-06-02

Branch Locations

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

Organization	City	State	From	To
Bank Of America, N.A.	Redding	CA	05/2026	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Redding	CA	10/2022	Present
Ashley Homestore	Redding	CA	12/2021	10/2022
Unemployed	Montgomery Creek	CA	08/2020	12/2021
Best Buy/Geek Squad	Redding	CA	08/2019	08/2020
Subway	Burney	CA	06/2019	06/2019
Moonstone Bistro	Redding	CA	01/2018	02/2019
Shasta College	Redding	CA	08/2016	12/2017
Unemployed	Montgomery Creek	CA	02/2019	06/2019

05/2026 → Present

Bank Of America, N.A.

Redding, CA
10/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Redding, CA
12/2021 → 10/2022

Ashley Homestore

Redding, CA
08/2020 → 12/2021

Unemployed

Montgomery Creek, CA
08/2019 → 08/2020

Best Buy/Geek Squad

Redding, CA
06/2019 → 06/2019

Subway

Burney, CA
01/2018 → 02/2019

Moonstone Bistro

Redding, CA
08/2016 → 12/2017

Shasta College

Redding, CA
02/2019 → 06/2019

Unemployed

Montgomery Creek, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-16

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