Jeremy Leeds

We are thrilled to welcome Jeremy L. Leeds to BLBB Advisors this summer! Jeremy joins our Financial Planning Department as a Paraplanner. In this role, he will assist in the preparation, presentation, and ongoing maintenance of comprehensive, goals-based financial plans tailored to our clients’ personal and financial circumstances and objectives. Before joining BLBB in a full-time capacity, Jeremy participated in our summer intern program last summer and then continued his internship with us throughout his senior year in college.

Jeremy is a 2020 graduate of Temple University’s Fox School of Business where he earned a Bachelor of Business Administration in Financial Planning and Finance and received the Outstanding Student Leadership in Financial Planning award. While at Temple, Jeremy was a member of Temple Men’s Crew and an executive board member of the Financial Planning Association, Temple Chapter, where he served as President his senior year. Jeremy is now a candidate for CFP® certification.

Jeremy is originally from Tampa, Florida. Outside of work, he enjoys rowing, cooking, and scuba diving in the Caribbean.

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500