Jeremy Albrecht, financial advisor Columbus OH

Jeremy Albrecht

CRD Number: 4716096
Current Firm: Financial Engines Advisors LLC

Jeremy Albrecht (CRD# 4716096) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Columbus, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Sunnyvale, CA Nov 2018 - Current 1
Edelman Financial Services LLC Fairfax, VA Aug 2011 - Nov 2018 7
Ef Legacy Securities, LLC Henrico, VA Apr 2016 - Oct 2018 2
Sanders Morris Harris Inc. Houston, TX Aug 2011 - Apr 2016 4
Gradient Advisors, LLC Shoreview, MN Dec 2010 - Aug 2011 < 1
Albrecht Financial Lewis Center, OH Jun 2009 - Aug 2011 2
Independence Capital Co Inc. Parma, OH Apr 2010 - Sep 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2005
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Jeremy S. Albrecht
Phone Number: 408-498-6000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    181,300
    MILLIONS
  • Total Number of Accounts
    1,405,644
    ACCOUNTS
  • Average Account Value
    $128,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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