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Jeremy Scott Goldberg

Investment Adviser Representative at PROFESSIONAL ADVISORY SERVICES INC

Vero Beach, FLCRD #6514750Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeremy Scott Goldberg has worked in the securities industry since 2017. They have passed the Series 87, 86, and 7 examinations. They are registered to provide investment advisory services in California and Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaFlorida
Examinations passed
SIE
Securities Industry Essentials Examination
Passed 7/12/2016
Series 86
Research Analyst Exam - Part I Analysis Module
Passed 12/19/2015
Series 87
Research Analyst Exam - Part II Regulations Module
Passed 11/15/2015
Series 7
General Securities Representative Examination
Passed 8/16/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Professional Advisory Services Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PROFESSIONAL ADVISORY SERVICES INCCurrent
9/5/2018Vero Beach, FL
RAYMOND JAMES & ASSOCIATES, INC.
8/17/20157/12/2016St. Petersburg, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at PROFESSIONAL ADVISORY SERVICES INC

8 other advisors in the directory

View PROFESSIONAL ADVISORY SERVICES INC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeremy Scott Goldberg has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Jeremy Scott Goldberg - Financial Advisor in Vero Beach, FL | AdvisorFinder