Jeremy Seth Joseph

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-12-20

Branch Locations

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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Highland Park	IL	08/2016	05/2018
Td Ameritrade, Inc.	Northbrook	IL	05/2018	12/2018
Huber Financial Advisors, Llc	Lincolnshire	IL	12/2018	04/2020
Savant Capital Management Inc.	Rockford	IL	02/2020	07/2020
Savant Wealth Management	Rockford	IL	07/2020	12/2024
Simplicity Wealth	Summit	NJ	12/2024	Present
Protected Tomorrows	Lincolnshire	IL	12/2024	Present

2020-03-03 → 2024-12-06

Savant Wealth Management

Lincolnshire, IL

Rockford, IL
2018-12-19 → 2020-08-02

Huber Financial

Lincolnshire, IL
2018-05-31 → 2018-12-06

Td Ameritrade, Inc.

Northbrook, IL
2018-05-31 → 2018-12-06

Td Ameritrade Investment Management, Llc

Northbrook, IL
2016-09-28 → 2018-05-29

Strategic Advisers Llc

Highland Park, IL
2012-11-20 → 2016-08-29

Td Ameritrade, Inc.

Chicago, IL
2012-11-20 → 2016-08-29

Td Ameritrade Investment Management, Llc

Chicago, IL
2009-03-25 → 2012-11-09

Madison Avenue Securities, Llc

Skokie, IL
2008-03-18 → 2009-03-25

Madison Avenue Advisors, Inc.

Skokie, IL
2007-01-31 → 2008-03-18

Ameriprise Financial Services, Llc

Chicago, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-01-30

Other Firms