Jeremy Vernor

Jeremy Vernor

Investment Advisor Representative/Analyst

Email Jeremy



Jeremy works to manage our client's investment risk. There are certain risks that are especially challenging when planning for retirement, such as market volatility and one's longevity.



While many firms help grow money, we work to provide comprehensive planning which takes into account both accumulation and distribution of assets. Jeremy contributes to the team by employing specific strategies to help protect against volatility and longevity, as well as other risks that can be detrimental if not properly addressed. Jeremy specializes in annuities and managed futures for the Oak Financial Group.


 

 

No investment strategy can guarantee a profit or protect against a loss.