Jeremy Craig Mauldin

J.c. Mauldin

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Position:

Vice President - Wealth Management at Morgan Stanley Smith Barney

Location:

Greater Atlanta Area

Industry:

Financial Services

Work:

Morgan Stanley Smith Barney since 2006
Vice President - Wealth Management
Legg Mason 2001 - 2005
Second Vice President, Financial Planning Specialist
Merrill Lynch 1999 - 2000
Financial Advisor

Education:

Skills:

I am licensed to advise in all areas of investment planning and insurance planning
I have completed my Series 7
Series 66
Series 31
Life Accident & Sickness
Variable Life
Variable Annuity
and Financial Planning Specialist
I have completed all six modules of the Certified Financial Planning (CFP) designation
For the state of Georgia
I managed the Legg Masons Financial Advisor Training Program and Legg Masons Association Investment Program

Interests:

I am married and my wife, Tori, is a Kindergarten school teacher. We have one son, Grant, who is the joy of our lives. I am an avid sports fan with a passion for college football. I am also very active in my church community, specifically working with the Habitat for Humanity and MUST Ministries. I serve as President of the Retail Securities Brokers of Georgia and have done so since 2005. We actively raise money within the investment community through an annual golf tournament, a casino night and a softball league. We use these funds to provide annual scholarships to needy dependents of brokerage firm employees and to support local children’s charities in the Atlanta area.

Honor & Awards:

Named as a FIVE STAR: Best in Client Satisfaction Wealth Manager for 2010 and featured in the October edition of Atlanta Magazine. The FIVE STAR Wealth Manager Award is limited to less than 7% of all wealth managers in the Atlanta area.

Jeremy Mauldin

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