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Chief Compliance Officer - Registered Investment Adviser · Advice and Planning Services

Jeremy Ross Intihar

CRD 5040823 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Advice and Planning Services, an SEC-registered broker-dealer firm based in New York, NY with $37.9 billion in regulatory assets, lists Jeremy Ross Intihar on its Form ADV as Chief Compliance Officer - Registered Investment Adviser, a control person. The SEC filings also name Jeremy at 2 other registered advisers.

Firms and roles

AtlasMembers

Jeremy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (17)

12 more people named with Jeremy on the same filings, with titles and firms. Free in Atlas with a free account.

See all 17 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeremy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.