Meet the Team

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Jeremy Merritt, CRPC®

Compliance Officer

Jeremy joined Atlas Private Wealth Management as a Compliance Officer in 2016.  He is responsible for implementing many of the firm’s day-to-day compliance functions, including the marketing review and regulatory filings processes, and maintaining a current understanding of the ever-changing regulatory landscape.  Jeremy entered the financial services industry as a financial advisor in 2005 and subsequently changed roles to focus on compliance starting in 2010.

Jeremy holds a Bachelor of Arts degree in English from the State University of New York at Albany.  The CRPC® professional designation was conferred upon him by the College for Financial Planning in December 2009.

Jeremy resides in East Greenbush, NY where he and his twins enjoy a multitude of outdoor activities.

800-432-7447 ext. 638