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Jeremy Rich, Financial Advisor

FINANCIAL ADVISOR
Jeremy Rich

CFP®, AAMS™
195 S Broadway St #103, Orcutt, CA 93455opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • College Savings

About Jeremy

I'm a financial advisor with Edward Jones, a financial services firm dedicated to serving the needs of individual investors. With over 18,000 financial advisors serving nearly 7 million investors, our firm was built on the belief that the only way to do business is on a one-on-one basis. We do that by getting to know you, understanding your goals and developing individualized strategies to help you reach them.

I have lived in the Santa Maria area since 2nd grade, attending St. Louis de Montfort Elementary and later Saint Joseph High School. My wife, Kristin, and I met in high school...

Work History

  • Edward JonesOctober 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of CA-Santa BarbaraBachelor of Arts

Personal Interests

  • Music
  • Spending Time with Family
  • Volunteering
  • Technology

Team Members

  • Christina Ferkel
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(805) 934-7863

Fax

(888) 233-0988

Office Address

195 S Broadway St #103
Orcutt, CA 93455opens in a new window

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