Jeremy A. Cooley

VP Of Wealth Management at Fairwinds

Jeremy A. Cooley has worked as a Financial Advisor at CUSO Financial Services, LP since March 2021. Jeremy A. also holds the position of VP of Wealth Management at FAIRWINDS Credit Union since March 2021. Prior to this, they worked as a Financial Consultant at Equitable Advisors from July 2020 to February 2021. Before that, they were a Wealth Advisor at Surgeons Capital Management from July 2019 to February 2021. Jeremy's career in the financial industry began as a Financial Consultant at AXA Advisors, LLC in May 2016, where they worked until June 2020.

Jeremy A. Cooley has completed the Certified Financial Planner (CFP®) Program at The American College of Financial Services and obtained the Accredited Wealth Management Advisor (AWMA®) from the College for Financial Planning. Jeremy A. holds an A.B. in Economics and A.B. in Environmental Studies from Lafayette College. Jeremy also attended Blair Academy. Additionally, they have certifications including Series 65 from FINRA.

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Timeline

  • VP Of Wealth Management

    March, 2021 - present

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