Adviser and broker representative · Bahl & Gaynor LLC
Jeremy D. Kees
CRD 5400066 · Cedar Grove, NJ
At a glance
Jeremy D. Kees is an investment adviser representative with Bahl & Gaynor LLC in Cedar Grove, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeremy’s SEC record dates to 2007, about 18 years ago. Jeremy is also registered as a broker representative.
Current advisory firm
- Bahl & Gaynor LLCSince January 2025Cedar Grove, NJ · $21B in regulatory assets
SEC adviser record
- Registered since
- 2007 (18 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
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
- 3 firmsLocked
- 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 and FINRA BrokerCheck.
More at Bahl & Gaynor LLC
- Joseph D. BesharaTampa
- Kevin P. BomanPrinceton
- Matthew J. CarrollCincinnati · Certified Financial Planner
- Jayme S. FoxMonument
- John P. GalvinCincinnati
- John P. Galvin Sr.Cincinnati
- Christopher A. GuyCincinnati · Certified Financial Planner
- Amy K. HeneganCincinnati
Every advisor at Bahl & Gaynor LLC →Bahl & Gaynor LLC: assets, clients and custodians →Financial advisors in Cedar Grove, NJ →Advisor Moves: who changed firms this week →