Investment adviser representative · Professional Advisory Services Inc.
Jeremy S. Goldberg
CRD 6514750 · Vero Beach, FL
At a glance
Jeremy S. Goldberg is an investment adviser representative with Professional Advisory Services Inc. in Vero Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeremy’s SEC record dates to 2018, about 8 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Professional Advisory Services Inc.Since September 2018Vero Beach, FL · $1.3B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeremy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Professional Advisory Services Inc.
- Carol L. BieberVero Beach
- Jordan M. BieberVero Beach · Chartered Financial Consultant
- Christopher M. BrownVero Beach
- Christopher J. ConnettVero Beach · Chartered Financial Consultant
- David A. JaffeVero Beach
- Kelly S. MeindersVero Beach · Certified Financial Planner
- Robert N. PolackwichVero Beach · Chartered Financial Analyst
- Christoper R. SteeleVero Beach · Certified Financial Planner
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