Jeremy Joaquin
Financial Advisor
Jeremy Joaquin is the lead team member at Glaser Financial Services with more than 15 years in the financial services industry. He is an Investment Advisor Representative with Voya Financial Advisors, a registered broker/dealer, member SIPC.
Jeremy enjoys helping people plan for their future. His financial planning practice emphasizes retirement income planning, utilizing various forms of securities offered through Voya Financial Advisors to help meet his clients’ retirement goals. This is done by developing a well thought-out, disciplined plan to help his clients achieve their personalized goals. He offers a complete array of financial services including managed accounts, retirement planning, life insurance, long term care and disability coverage. Jeremy has a diverse clientele, with many of his clients working in higher education at state universities.
Jeremy earned a Bachelors of Science in Finance from the University of Houston Clear Lake. He maintains a Series 7 and 66 securities registrations. Along wtih his State insurance license as a Texas General Lines Agent qualified in life, accident, health and HMO.
Jeremy enjoys golfing, fishing, hunting and skiing. He resides in the Houston Area with his wife and children.
To reach Jeremy by e-mail click on the following address: jeremyj@glaserfinancial.com