Jeremy Kellem
,

First Vice President, Wealth Management Advisor

230 S.W. Adams Street
Peoria, IL 61602
309.671.0788
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Jeremy has been a part of the financial services industry since 2004 and joined Merrill in 2014. As a Merrill financial advisor, he provides sound financial advice and guidance to successful individuals and families. He is committed to providing premier service and access to extensive resources to assist clients in pursuing their personal and financial goals. He brings clarity to investment opportunities and ever-changing market conditions that can impact clients reaching their goals. Through this approach, clients can benefit from a solid relationship that helps them better understand the strategies available to them and the paths they can take based upon their risk tolerance, time horizon, liquidity needs, and overall investment goals.

Jeremy is a CERTIFIED FINANCIAL PLANNER practitioner, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a graduate of the University of Illinois’ College of Business and has a B.S. degree in Accountancy.

Prior to working in the financial services industry, Jeremy worked as a Certified Public Accountant (CPA). During his time in public accounting, he worked as an income tax preparer, auditor and Quickbooks consultant.

Jeremy has served on the board of the Peoria Symphony Orchestra, ArtsPartners of Central Illinois and as a past Peoria Chamber of Commerce Ambassador. He is an avid runner and volunteers his time and energy in the Peoria area running community. He and his wife, Dawn, live in Peoria, Illinois, with their two children.


*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Meet Our Professional Staff
Timothy C Hines,

CIMA®

Senior Consultant
309.664.8608
Susan Elizarraras
Registered Wealth Management Client Associate
309.664.8612
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Jeremy Kellem is registered to do business in AL, AR, AZ, CA, CO, FL, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, SC, TN, TX, UT, VA, WA, WI, WY.