Jeremy Eric Udell
Investment adviser representative at Private Client Services, LLC
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Private Client Services, LLCNov 2025 to now
- Udell AssociatesMay 2001 to now
- Kestra Advisory Services, LLCApr 2016 to Nov 2025
- Kestra Investment Services, LLCApr 2003 to Nov 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
Private Client Services, LLC
$1.4BAssets managed
8,765Clients
64Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3090429
- Firm CRD
- 120222