Jeremy Carpenter

Financial Advisor

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Jeremy is responsible for assisting with the periodic analysis of client’s portfolios as well as the preparation of their performance reports, presentations, and more.

Jeremy joined us from E*TRADE Securities where he was a Market Maker/Specialist. He previously served entirely in an operations based capacity as a Client Service Associate, but has since moved on to the advisory side of business.

Jeremy is a graduate of the University of Illinois, Chicago campus, where he earned a Bachelor’s degree in Business Administration with an emphasis on Finance. He also earned his MBA in International Business and Finance from the University of Miami. He joined Investor Solutions in 2006.

Jeremy is a member of NAPFA (The National Association Of Personal Financial Advisors). He has written many financial articles and has been published and/or quoted by Morningstar, Investopedia.com, Yahoo! Finance, Fox Business News, Bankrate.com, and Fidelity News.