Education:
USC - Aiken, BS in Business Management

Licensing:
FINRA Series 7, 66
Life, Accident, and Health
 

Areas of Practice:
Portfolio Management
Financial Planning
Individual Consulting
Business Consulting
Medical Professionals
 

Affiliations:
 

 

Jeremy Toole
Financial Advisor

jeremy.toole@commonwealthfg.com
Tel: 843.884.4545
Fax: 843.884.4514

 

Jeremy Toole is a financial advisor with Commonwealth Financial Group in Charleston SC. He has 10 years of financial industry experience specializing in helping physicians, business owners, executives, teachers, families, and individuals identify and attain their specific financial goals. He enjoys educating individuals on financial strategies and defining measurable goals. In addition, he places a great amount of importance on cultivating long-lasting business relationships, so that he can assist individuals in living their life without unnecessary constraints.

Jeremy is able to provide extensive advice and precise implementation of strategies by offering a wide range of competitive financial products and services.  He provides guidance in the following areas:

  • Comprehensive Fee-Based Financial Planning
  • Risk Management, Asset Protection, and Liability Protection*
  • Debt Management Strategies
  • Wealth Accumulation
  • Tax-Preferred Investment Strategies*
  • Estate Planning*
  • Benefits Analysis and Service
  • Exit Strategies
  • Business Owner Life Design

Jeremy is a South Carolina native. After graduating college, Jeremy moved up to the Charlotte Metro area beginning his financial services career with BB&T. After spending time in banking, he was a financial advisor with Edward Jones in both Charlotte and Charleston markets before transitioning to Commonwealth.

Jeremy is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.  His financial industry background includes FINRA series 7 and 66 registrations, as well as life, accident and health insurance licenses.

Jeremy currently lives in Mt. Pleasant SC. He enjoys being surrounded with friends and family spending time at local venues and days on the beach. When the opportunity presents itself, he enjoys time hunting and fishing. He also enjoys Gamecock football in the fall.

Commonwealth Financial Group is an independent financial services firm with a vision to reshape the look of the traditional financial services firm and a mission to positively impact the lives of the individuals, the families and the businesses owners with which it works.

 

* This should not be considered tax or legal advice.  You should consult a tax or legal advisor regarding your individual tax situation. 

Securities & Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Commonwealth Financial Group is independently owned & operated.  DOFU 06-16-16 1526720