Jeremy Cooley
VP - Financial Advisor
Series 7, 65, and 63 licenses
Bachelor of Arts, Lafayette College
Registered to conduct Securities Business in the following states: DE, FL, KS, MD, NJ, PA, SC, TX, WA
About Jeremy Cooley
Experience
Jeremy has been providing sound financial advice to clients for over five years. His mission is to guide members on their financial journey by providing unbiased advice and the appropriate investment options. His intuitive approach focuses on creating customized plans that increase his clients’ financial confidence and align with their specific needs and goals.
Commitment
Originally from Branchburg, NJ, Jeremy earned dual Bachelor of Arts degrees in Economics and Environmental Science from Lafayette College. When he’s not trying to make a difference in the community by fundraising for Ronald McDonald House and Covenant House, he’s spending time with his fiancée and their newest family member, a puppy named Maximus.
Make an Appointment
During this appointment, we will understand your wealth management needs. We will answer your general questions and provide the next steps that best fit your situation. We will determine whether a face-to-face appointment with one of our FAIRWINDS Financial Advisors available through CUSO Financial Services, L.P.* is appropriate. A meeting may be scheduled at a date and time most convenient for you.