Jeremy Ezra Kaplan

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2023 → Present
  Lincoln Investment
  Fort Washington, PA
• 06/2021 → 09/2023
  Goldbelly
  New Yotk, NY
• 09/2020 → 05/2021
  Deloitte
  New York, NY
• 06/2020 → 08/2020
  Unemployed
  New York, NY
• 09/2019 → 05/2020
  New York University (Full-Time Student)
  New York, NY
• 09/2014 → 06/2019
  Accenture
  New York, NY
• 04/2024 → Present
  Capital Analysts
  Fort Washington, PA
• 04/2024 → Present
  Lincoln Investment
  Fort Washington, PA

Other Businesses

GOLDBELLY POSITION: Consultant as an independent contractor NATURE: Ecommerce INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 07/30/2024 ADDRESS: 27 Union Sq W, 500, New York NY 10003, United States DESCRIPTION: Advise and assist on product focused projects related to Goldbelly marketplace. Testing of features and assisting with initiatives in collaboration with their Product Management Team KKA FINANCIAL SERVICES, LLC POSITION: Salaried Financial Professional NATURE: Financial and tax preparation services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/02/2023 ADDRESS: 29905 Middlebelt Road, Farmington Hills MI 48334, United States DESCRIPTION: Financial and tax preparation services. DBA for Lincoln business Consolidated Financial Corporation Position: Insurance Representative Nature: Insurance sales Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 12/2/2025 Address: 29905 Middlebelt Rd. Farmington Hills, MI 48334 Description: sales of fixed insurance products

Exams

• S66 Uniform Combined State Law Examination
  2024-02-01

Designations

• Certified Financial Planner