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portrait of Jeremy Gilliam
FINANCIAL ADVISOR

Jeremy Gilliam

CFP®, CEPA®, AAMS™
1604 N W Hughwood Ct, Roseburg, OR 97471opens in a new window
Client by Referral
CallSend Me a Message

About Jeremy

Dedicated to Serving Our Clients
At the heart of my work is a select group of clients who inspire me with their passion for giving, family, business and community. Regardless of where they reside in the United States, our team is committed to helping them chart their financial journey and achieve what matters most to them. It’s a privilege to walk alongside our clients as they live out their values and goals.

A Team Committed to Excellence
My branch office administrators, Donna Blasingame (started in 1998) and Chelly Brands (joined us in 2015), are integral to providing an exceptional client experience. Together, we...

Focus Areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies

Work History

  • Edward JonesJuly 2008 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Southern Oregon UniversityBachelor of Science

Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Traveling
  • Camping
  • Backpacking

Team Members

  • Donna Blasingame
    Sr. Branch Office Administrator
  • Chelly Brands
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(541) 673-4473

Fax

(888) 789-5193

Office Address

1604 N W Hughwood Ct
Roseburg, OR 97471opens in a new window

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