Jeremy Office | Financial Advisor - Nerdwallet
Jeremy Office

Jeremy Office

CFP®, ChFC, CIMA, CRPC, PhD

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

  • About Jeremy
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Principal at Maclendon Wealth Management
Address
137 NW 1st Avenue
Delray Beach FL, 33444
Phone
(561) 701-8268
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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 ...

Education

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

Certifications

Registrations
Designations
?
Insurance License
  • FL: #E044094

Tips from Jeremy

Jeremy's videos

  • Maclendon Minute - Thank You
  • Maclendon Minute - Always Innovating
  • What is an Independent Financial Advisor?

Typical Clients & Fee Structure

Typical Clients

Business Owners
Executives
Sudden wealth

Fee Structure

Commission and Fee
May be paid either on a fee-based basis (e.g. fixed, flat, hourly, percentage, etc) or via commission.