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Jeremy S
CFP®, Series 63
Beachwood, OH
Silver Oak Securities, Inc.
Jeremy Saham is a CFP® professional with 10 years of industry experience currently with Silver Oak Securities, Inc. He has held roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc. Outside of his advisory work, he volunteers with the American Jewish Committee and serves on the board of Jewish Big Brothers Big Sisters. He also teaches group fitness cycle classes. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans and trusts. The firm offers a range of advisory programs focused on discretionary investment management tailored to client objectives and risk tolerances, combining individual securities selection and model portfolio strategies through a platform that integrates financial planning, retirement consulting, and third-party manager referrals.
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