Jeremy Welther, CFP^®

Designations and licenses

Jeremy is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and education

Jeremy provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, he was a wealth advisor with Brinton Eaton. Prior to that, he performed municipal bond research for J. J. Kenny Company and worked for Merrill Lynch.

Jeremy holds a bachelor’s degree in business administration with an emphasis in finance from Susquehanna University. He is the past chair of the National Association of Personal Financial Advisors (NAPFA) Mid-Atlantic Region Board.

Personal interests

Jeremy is a member of Theta Chi Fraternity and enjoys playing golf and cheering on the Yankees, Eagles and Flyers in his free time.

Jeremy’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.