Jeremy Friedman, CPFA®
Omaha, NE - Home Office
Jeremy dedicates his experience to assist clients in working towards their personal and financial goals through sound financial planning strategies. He is knowledgeable in comprehensive wealth management, specializing in asset allocation and portfolio management. Jeremy cares a great deal about the well-being of each of his clients and enjoys getting to know them as they pursue their objectives.
In 2010, Jeremy began his financial services career in Wells Fargo’s financial advisor training program.He worked alongside his father to develop his book of business and expertise before later taking on a lead role in their practice. Before joining Wells Fargo, Jeremy spent 11 years working in the information technology industry, holding roles in software development, business analysis and management with companies such as West and IBM, as well as Omaha-based Alvine and Associates, and Omnium.
Jeremy earned a Bachelor of Science in computer science and a minor in entrepreneurial studies from Iowa State University. While there, he was inducted into the Upsilon Pi Epsilon honors society for the computing sciences.
Jeremy is an active member of his synagogue, Beth El, having served multiple times on the board of trustees. He is also president of the Legacy Villas Homeowners Association and previously served as secretary on the board of directors for West Bay Springs. He has supported the Heartland Equine Therapeutic Riding Academy (HETRA), which combines horseback riding and therapy for those who are physically or mentally handicapped. Jeremy spends much of his spare time caring for his younger brother, Ben, who has special needs. A sports car enthusiast and a Nebraska College football fan, he enjoys spending time with his family, skiing, scuba diving, and traveling. Jeremy is an Omaha native and lives there with his dog, Myka.
Awards:
2023 LPL Patriot's Club*
