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Jeremy David Lundquist

Renaissance Investment Group, LLC

Lenox, MA

CRD 7876522

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Employer firm

Renaissance Investment Group, LLC CRD 153679

$726M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Renaissance Investment Group, Llc

45 Walker Street, Lenox, MA 01240 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-27
  • MA RA
    APPROVED
    Since 2026-04-27

Branch Locations

45 Walker Street, Lenox, MA 01240 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Renaissance Investment Group, Llc Lenox MA 10/2022 Present
United States Government Langley VA 10/2018 10/2022
United States Government Dc DC 05/2016 10/2018
George Mason Uniersity Fairfax VA 06/2015 05/2017
  • 10/2022 → Present
    Lenox, MA
  • 10/2018 → 10/2022
    United States Government
    Langley, VA
  • 05/2016 → 10/2018
    United States Government
    Dc, DC
  • 06/2015 → 05/2017
    George Mason Uniersity
    Fairfax, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-28
  • S65 Uniform Investment Adviser Law Examination
    2023-12-28

View on SEC IAPD

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