Jeremiah Job*Financial Advisor
Phone: 425-641-8788 ext 248 My mission is to improve the lives of my clients by providing them a trusted, reliable partner in helping them to identify their goals and plan for their financial future. I take pride in my ability to provide quality advice, effective implementation, and superior service. I specialize in working with individuals and local businesses, helping them in areas such as retirement planning, estate planning, college funding, insurance, investments, professional money management, asset allocation, and business & employee benefit planning. Most people regard financial planning as complex and confusing, often missing out on potentially rewarding opportunities. It is very common to take on unnecessary risks and fail to adequately protect that which is most important to us. I help my clients understand and address these important issues. Securities and Investment Advisory Services offered exclusively throughHornor, Townsend & Kent, Inc. When I meet with my clients, I review their current financial situation and discuss long and short-term objectives; then analyze the information, determine which strategies will work best for their situation, and tailor a plan specifically to help meet their financial needs and goals. After the plan is implemented, I meet with them on a regular basis to uncover any changing needs they may have, and work with them to adjust their plan accordingly. Providing financial education to my clients, as well as the community, is a primary focus of my practice. As a member of the Corporate Employee Resource, I am one of a team of advisors that specialize in providing quality educational workshops to business owners, employees, and community groups. I have lived in the Seattle area most of my life and currently reside in the Capitol Hill neighborhood of Seattle with my girlfriend Heather and our two German Shepherds. When I’m not working with my clients, I can be found attending Seahawks & Sounders games, or enjoying one of my favorite hobbies, such as golfing, skiing, camping, or traveling.
LICENCES AND CERTIFICATIONS SEATTLE UNIVERSITY – BA IN BUSINESS ADMINISTRATION, FINANCE & BUSINESS ECONOMICS WASHINGTON LIFE, DISABILITY, & LONG-TERM CARE LICENSED PASSED SERIES 7 & SERIES 66 EXAMS REGISTERED REPRESENTITIVE OF HORNOR, TOWNSEND, & KENT, INC. INVESTMENT ADVISOR REPRESENTATIVE OF HORNOR, TOWNSEND, & KENT, INC. SUPPORTER OF SEATTLE WORKS
A2JC-0326-06E2
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*Securities and Investment Advisory Services offered through Hornor, Townsend, & Kent, Inc (HTK). Registered Investment Advisor, Member FINRA/SIPC.
Advisory Resource Group, LLC., an independently owned and operated Washington State Registered Investment Adviser , and Pacific Capital Resource Group, Inc., a licensed independent insurance agency, are independent of Hornor, Townsend & Kent, Inc., (HTK). HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company.
HTK does not provide tax or legal advice. Please consult with a qualified advisor regarding your individual circumstances.
Our associates are insurance and securities licensed/registered in our resident state of Washington (WA), including many other states. For further licensing information, please call our main number listed above. This is not an offer or solicitation in any state where not properly licensed and/or registered.
A1RB-1006-01