Jeremy Joaquin
Financial Advisor
With over 20 years of experience in the financial services industry, Jeremy Joaquin is a senior team member at Glaser Financial Services. He serves as an Investment Advisor Representative with Voya Financial Advisors, a registered broker/dealer, member SIPC.
Jeremy is passionate about helping individuals plan for a secure financial future. His practice focuses on retirement income planning, using a disciplined, goal-oriented approach tailored to each client’s unique needs. Through Voya Financial Advisors, he offers a comprehensive suite of financial services, including managed investment accounts, retirement planning, life insurance, long-term care, and disability coverage.
Jeremy works with a diverse clientele, including many professionals in higher education at state universities. His commitment to personalized service and long-term planning has earned him the trust of clients throughout the Houston area and beyond.
He holds a Bachelor of Science in Finance from the University of Houston–Clear Lake and maintains Series 7 and 66 securities registrations. He is also licensed as a Texas General Lines Agent, qualified in life, accident, health, and HMO insurance.
Outside of work, Jeremy enjoys golfing, fishing, boating, and many other outdoor activities. He lives in the Houston area with his wife and children.
�� Contact Jeremy: jeremyj@glaserfinancial.com