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Our financial advice team


Jeremy Woolridge Ameriprise Financial Advisor

Jeremy Woolridge

APMA®

Financial Advisor

Further Financial Group
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

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

Interests

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

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

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

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