Jeremy Arian
Advisor at Merrill — Miami, FL Brickell Ave
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
8 years
Location
Miami, FL 33131
Merrill
Institution
Jeremy Arian is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he began his career in 2017. He focuses on developing tailored financial strategies to help a select group of high-net-worth individuals and families pursue their short- and long-term goals. Jeremy leverages investment insights from Merrill and access to banking services through Bank of America, working closely with clients' other trusted advisors in a collaborative and consultative manner. His expertise includes corporate executive services, executive compensation, family wealth management strategies, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. Additionally, he works with businesses of various sizes, specializing in benefits packages such as deferred compensation, equity compensation, 401(k), 403(b), and pension plans, as well as assisting businesses in accessing liquidity through lending products.
Jeremy graduated Magna Cum Laude from Florida International University's Landon Undergraduate School of Business with dual majors in Finance and International Business. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Born and raised in Miami, Florida, Jeremy is of Argentinian descent and is fluent in both English and Spanish.
Outside of his professional work, Jeremy is involved in his local community and volunteers with charitable organizations such as Feeding America and Habitat for Humanity. His personal interests include biking, cooking, hiking, photography, reading, spending time with his family, and watching movies.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Miami, FL Brickell Ave
701 Brickell Ave, Pbig Florida Pwm Brickell
Miami FL 33131
Advisors at this office
229
Florida · Texas
8 years of industry experience
Bank of America, N.A.
2019 - Present • 7 years
Miami, FL
Merrill
2017 - Present • 9 years
Miami, FL
Weichert Realtors Best Beach Real Estate
2016 - 2017 • 1 year
Sunny Isles, FL
TAG Heuer
2015 - 2018 • 3 years
Sunrise, FL
Florida International University
2014 - 2018 • 4 years
Miami, FL
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Accountant / CPA / tax prep
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