Jeremy Carpenter
Profile
Mr. Jeremy Carpenter is Financial Advisor at Managed Account Services, Inc. He joined Investor Solutions in 2006.
Prior to that, he was with E*TRADE Securities where he worked as a Market Maker/Specialist.
Mr. Carpenter previously served entirely in an operations based capacity as an Client Service Associate, but has since moved on to the advisement side of the business.
He assists with the periodic analysis of client’s portfolios as well as the preparation of their performance reports, presentations and more.
Mr. Carpenter is a graduate of the University of Illinois, Chicago campus, where he earned a Bachelor’s degree in Business Administration with an emphasis on Finance.
He also earned his MBA in International Business and Finance from the University of Miami.
Former positions of Jeremy Carpenter
| Companies | Position | End |
|---|---|---|
E*TRADE Securities LLC
 E*TRADE Securities LLC Investment Banks/BrokersFinance Founded in 1996, E*TRADE Securities LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of E*TRADE Financial Corp. (NYSE: ET). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of the NASD and the SIPC. | Corporate Officer/Principal | 31/12/2005 |
Managed Account Services, Inc.
 Managed Account Services, Inc. Investment ManagersFinance Managed Account Services, Inc. (dba Investor Solutions) is an independent registered investment advisor headquartered in Miami, Florida. The firm was founded by Frank Armstrong in 1993. Investor Solutions offers a variety of advisory services to individuals, family limited partnerships, pension and profit-sharing plans, charitable organizations and foreign government agencies. | Analyst-Equity | - |
Training of Jeremy Carpenter
| University of Illinois | Undergraduate Degree |
| University of Miami | Masters Business Admin |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Managed Account Services, Inc.
Managed Account Services, Inc. Investment ManagersFinance Managed Account Services, Inc. (dba Investor Solutions) is an independent registered investment advisor headquartered in Miami, Florida. The firm was founded by Frank Armstrong in 1993. Investor Solutions offers a variety of advisory services to individuals, family limited partnerships, pension and profit-sharing plans, charitable organizations and foreign government agencies. | Finance |
E*TRADE Securities LLC
E*TRADE Securities LLC Investment Banks/BrokersFinance Founded in 1996, E*TRADE Securities LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of E*TRADE Financial Corp. (NYSE: ET). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of the NASD and the SIPC. | Finance |
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