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Our financial advice team


Jeremy Woolridge, Financial Advisor serving the West Chester, OH area - Ameriprise Advisors

Jeremy Woolridge

APMA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Further Financial Group
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Associates Degree in Business Administration from the University of Cincinnati - Clermont, 2001
  • BA Degree in Finance from Northern Kentucky University, 2006

Awards & recognition

  • Further Financial Group, Forbes Best-in-State Wealth Management Teams, 2023-2024

Professional associations

  • United States Marine Corps
  • Freemasons

Previous experience

  • Lead Paraplanner, Ameriprise Financial Services, Inc., 2008-2016
  • Mortgage Title Closer, Regional Title, 2000-2006
  • United States Marine Corps, 1994-1998

Interests

  • Anything that my Daughter is involved in
  • Outdoor activities
  • Marine Corps traditions
  • Board and card games
  • Cincinnati Reds and Bengals