Jeremy Office

Jeremy Office CFP®, CIMA, PhD

Jeremy is a Financial Advisor. He helps clients build, manage, and preserve wealth, develop a business plan and wind down their business.

About Jeremy

“Maclendon is a boutique multi-family office catering to people with an entrepreneurial mindset.”

Maclendon Wealth Management is a boutique multi-family office built on a foundation of traditional values, sophisticated knowledge and custom-tailored solutions. We cater to successful, affluent individuals, families and businesses that have an entrepreneurial mindset and are looking for a dedicated team and exceptional wealth management services.

We offer those we serve unparalleled, uncompromised advice with exceptional personal service in a family office environment. Because our team shares an entrepreneurial outlook with our clients, we have the drive and focus we need to meet their unique needs. In addition to offering a full menu of traditional wealth management services, we also provide more specialized offerings, including non-traditional and alternative investments, venture capital, hedge funds, concierge services and business planning services. Whether we are assisting with retirement planning or advising on investing in a new business, we have an unwavering commitment to meeting the goals of our clients, who we see as true members of our family.

As a boutique firm, we provide each of our members with the full complement of education, experience and wisdom of our hand-picked team of professionals.

As an independent firm, we provide personalized investment advice uncompromised by the demands of Wall Street or a big corporation.

As a family-based firm, we provide our members with the high touch service and commitment found in relationships built to last.

When you decide to work with Maclendon Wealth Management, you’re not just hiring a financial advisor. You’re hiring an entire team of financial professionals.

Through our OneTeam™ approach, we deliver the very best possible advice to each Maclendon member. Unlike traditional financial planning and wealth management models, where just one person handles all your financial concerns, we are able to offer our members professional guidance on a broad range of wealth management issues. Each Maclendon professional has a clearly defined role that fits with his or her unique strengths—including wealth management, portfolio management, alternative investments and tax management—and which complement the strengths of the rest of the team. This allows us to work together efficiently and deliver the results you need. You receive seamless, personalized attention each step of the way.

Education

PhD, Corporate and Organizational Management, Lynn University
MBA, Business, University of Florida
BS, Finance/MIS, Miami University

Certifications

Designations

Registrations

Firm CRD #157819

Certified Financial Planner (CFP) is a designation issued by the Certified Financial Planner Board of Standards

Educational/Exam Requirements:

  • Completion of CFP-board registered study program, or alternative degree or certification, demonstrating mastery of over 100 topics surrounding financial planning
  • Pass 10 hour exam testing knowledge in financial planning situations

Prerequisites/Experience Requirements:

  • A bachelor’s degree (or higher) from an accredited college or university, and
  • Three years of full-time personal financial planning experience

Public Disciplinary Process? Yes

Continuing Education Requirements: 30 hours every two years

Chartered Financial Consultant (ChFC) is a designation issued by the The American College

Educational/Exam Requirements:

  • Must complete nine college-level courses, seven required and two electives
  • Requires nine closed-book, course-specific, two-hour proctored exams.

Prerequisites/Experience Requirements:

  • Requires three-years of full-time, relevant business experience within five years of applying for designation

Public Disciplinary Process? Yes

Continuing Education Requirements: 30 hours of continuing education every two years

Certified Investment Management Analyst (CIMA) is a designation issued by the Investment Management Consultants Association

Educational/Exam Requirements:

  • Completion of classroom program provided by an IMCA
  • Certification exam is administered at designated times during the year at national testing centers

Prerequisites/Experience Requirements:

  • Three years of financial services experience
  • Must pass a Qualification Examination prior to enrolling in the program
  • Undergo a background check through IMCA

Public Disciplinary Process? Yes

Continuing Education Requirements: 40 hours of continuing education, including two ethics hours, required every two years

Chartered Retirement Planning Counselor (CRPC) is a designation issued by the College for Financial Planning

Educational/Exam Requirements:

  • Online instructor led or self-study course
  • Final designation exam (online, closed-book, proctored)

Prerequisites/Experience Requirements:

  • None

Public Disciplinary Process? Yes

Continuing Education Requirements: 16 hours every two years

Doctor of Philosophy (PhD) is a designation issued by the [elected university]

Educational/Exam Requirements:

  • American students typically undergo a series of phases:
    1. Coursework in the student's field of study, requires 1-3 years to complete.
    2. The student is required to pass oral and written examinations in the field of specialization within the discipline
    3. Teaching undergraduate courses or clinical practice and predoctoral clinical internships
    4. The composition of a substantial and original contribution to human knowledge in the form of a written dissertation, requires 2-8 more years.
  • A candidate must defend this dissertation work before a panel of expert examiners appointed by the university

Prerequisites/Experience Requirements:

  • Many programs require candidates to have a Bachelor's or Master's Degree in a relevant field, with high academic standing

Public Disciplinary Process? No

Continuing Education Requirements: None

Typical Clients

Business Owners Executives Sudden wealth

How I Can Help

Personal Finance Investing Small Business

Fee Structure

Asset-based Commissions Fee-only Hourly Other Contingency
Learn more about how advisors are paid in our Guide to Advisor Compensation.

Typical minimum Client Assets:

$1,000,000

Jeremy In The News

Read More

Contact:

Phone: (561) 701-8268 Address: 710 NE 3rd Avenue
Delray Beach, FL 33444
welcome@maclendon.com

Jeremy has answered 31 questions

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Jeremy Office
Answer added by Jeremy Office | 352 views
3 out of 3 found this helpful

I would be careful in the current housing market.  It has much in the making for another bubble. 

more »

I would be careful in the current housing market.  It has much in the making for another bubble.  Check out our recent pieces on the current housing market:

http://www.maclendon.com/new/maclendon/MaclendonMonthly/August2013/MacMonthly8-2013.html

http://youtu.be/VmGNHckk30I

Jeremy Office
Answer added by Jeremy Office | 478 views
2 out of 2 found this helpful

First devise a plan. Know what  your take home pay will be after graduation  and determine

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First devise a plan. Know what  your take home pay will be after graduation  and determine a budget to pay down your debt.



Jeremy Office
Answer added by Jeremy Office | 4031 views
2 out of 3 found this helpful

It sounds like the savings part is not the issue. I would re-evaluate your spending habits and make the

more »

It sounds like the savings part is not the issue. I would re-evaluate your spending habits and make the adjustments that you are willing make.



Jeremy Office
Answer added by Jeremy Office | 5326 views
1 out of 1 found this helpful

Yes, IRA’s are INDIVIDUAL

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Yes, IRA’s are INDIVIDUAL retirement accounts.



Jeremy Office
Answer added by Jeremy Office | 47 views
1 out of 1 found this helpful

You will want to begin by filling out a FAFSA application at https://fafsa.ed.gov/. Federal student loans

more »

You will want to begin by filling out a FAFSA application at https://fafsa.ed.gov/. Federal student loans generally have a lower interest rate and better repayment terms than private bank loans. You may even be eligible for grants or subsidized loans. The U.S. Department of Education pays your interest on your subsidized loans for the time you are in school and for the first six months after you graduate.

If you are not eligible for a federal student loan or it does not cover all of your expenses, then you will need to find a private bank loan. You will want to look for a low interest rate and deferred payments until after graduation. Your search should include local credit unions, banks, and even your school.

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