Jeremy Brown

Institutional Trader at Lincoln Investment Planning

Jeremy Brown has a diverse work experience in the financial industry. Jeremy started their career at Moulton Ladder & Supply Co., Inc as a Business Coordinator from May 2014 to May 2016. Jeremy then joined Vanguard, where they held multiple roles including Client Relationship Associate from September 2016 to November 2017, Select Services Investment Professional from November 2017 to September 2019, and Client Representative - Retirement from September 2019 to November 2019. Currently, Jeremy works at Lincoln Investment as an Institutional Trader starting from February 2020. Jeremy has been with the company ever since, showcasing their expertise in securities trading.

Jeremy Brown completed their Master of Business Administration (MBA) in Strategic Management at the Fox School of Business at Temple University from 2019 to 2021. Prior to their MBA, they earned a Bachelor of Science (B.S.) degree in Sport & Recreation Management from Temple University, which they completed from 2011 to 2014.

In addition to their academic qualifications, Jeremy also holds several certifications. In December 2016, they obtained the Series 7: General Securities Representative Examination certification from the Financial Industry Regulatory Authority (FINRA). Jeremy also obtained the Series 63: Uniform Securities Agent State Law Examination certification in November 2016, which is recognized by the North American Securities Administrators Association / Financial Industry Regulatory Authority.

Furthermore, Jeremy achieved the Bloomberg Market Concepts certification from Bloomberg LP in May 2020. Most recently, in December 2022, they obtained the Series 24: General Securities Principal Examination certification from FINRA.

Links

Timeline

  • Institutional Trader

    December, 2022 - present

  • Securities Trader

    February, 2020