Jeremy Coliton, CRPC™

Jeremy coliton, crpc™

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location of Jeremy Coliton, CRPC™Columbia, South Carolina Metropolitan Area
Followers of Jeremy Coliton, CRPC™1000 followers
  • Timeline

  • About me

    Private Wealth Client Associate at Merrill Lynch

  • Education

    • Milton high school

      -

      Activities and Societies: Future Business Leaders of America, Varsity Baseball

    • University of south carolina

      -
      Bachelor of science - bs finance & global supply chain

      Activities and Societies: Pi Kappa Phi Fraternity, Carolina Finance & Investment Association (CFIA), Cum Laude honors

  • Experience

    • Ice rink events

      Nov 2015 - Jan 2018
      Avalon rink monitor/cashier
    • Cherokee town and country club

      Jun 2017 - Aug 2018
      Caddie
    • Roadie

      Jan 2018 - Aug 2018
      Business development/sales intern
    • Pi kappa phi fraternity

      Nov 2018 - Nov 2020
      • Director of Alumni Relations

        Nov 2019 - Nov 2020
      • Director Of Philanthropy

        Nov 2018 - Nov 2019
    • Lpl financial

      Jun 2019 - Nov 2022
      • Admin Solutions Consultant

        Jun 2021 - Nov 2022
      • Wealth Management Associate l David Wealth Management Group

        Jan 2021 - Jan 2021
      • Wealth Management Associate | Integrity Financial Advisors

        Jun 2019 - Jan 2021
    • Ups capital®

      Jun 2020 - Aug 2020
      Business development intern
    • Augusta national golf club

      Apr 2021 - Apr 2021
      Masters tournament employee
    • Stratos wealth partners

      Jan 2022 - Jun 2024
      Associate wealth advisor - david wealth management group
    • Merrill lynch

      Jul 2024 - now
      Private wealth client associate, ellison kibler & associates
  • Licenses & Certifications

    • Chartered retirement planning counselor

      College for financial planning
      Aug 2025
  • Honors & Awards

    • Awarded to Jeremy Coliton, CRPC™
      Barron's "Top 250 Private Wealth Management Teams" - May 2025 Named to the 2025 Barron's "Top 250 Private Wealth Management Teams" list as a member of the Ellison Kibler team. Published on May 9, 2025. Rankings based on data as of December 31, 2024.* *2025 Barron's "Top 250 Private Wealth Management Teams" list. Rankings are based on the opinions of Barron's which include rankings that specialize in serving individuals and families. Rankings include team size and shape, regulatory records and credentials of their members and resources available… Show more Named to the 2025 Barron's "Top 250 Private Wealth Management Teams" list as a member of the Ellison Kibler team. Published on May 9, 2025. Rankings based on data as of December 31, 2024.* *2025 Barron's "Top 250 Private Wealth Management Teams" list. Rankings are based on the opinions of Barron's which include rankings that specialize in serving individuals and families. Rankings include team size and shape, regulatory records and credentials of their members and resources available to them. Rankings include minimum of seven years financial services experience and currently at their firm one year minimum. Qualitative and quantitative calculations include client assets, return on assets, client satisfaction/retention, compliance history and community involvement plus other considerations. Barron's does not receive compensation from anyone for rankings and are not considered a guarantee of any future investment success and should not be considered an endorsement. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Show less
    • Awarded to Jeremy Coliton, CRPC™
      Forbes "Best-in-State Wealth Management Teams" - Jan 2025 Ranked #1 in South Carolina on the 2025 Forbes "Best-in-State Wealth Management Teams" list as a member of the Ellison Kibler team. Published on January 9, 2025. Rankings based on data as of March 31, 2024.**2025 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience… Show more Ranked #1 in South Carolina on the 2025 Forbes "Best-in-State Wealth Management Teams" list as a member of the Ellison Kibler team. Published on January 9, 2025. Rankings based on data as of March 31, 2024.**2025 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. Show less
  • Volunteer Experience

    • Mentor

      Issued by University of South Carolina Darla Moore School of Business
      University of South Carolina Darla Moore School of BusinessAssociated with Jeremy Coliton, CRPC™
    • Volunteer

      Issued by Filter of Hope
      Filter of HopeAssociated with Jeremy Coliton, CRPC™
    • Volunteer

      Issued by Best Buddies International
      Best Buddies InternationalAssociated with Jeremy Coliton, CRPC™
    • Sigma Chapter past Philanthropy Chair, past Alumni Relations Chair

      Issued by Pi Kappa Phi Fraternity
      Pi Kappa Phi FraternityAssociated with Jeremy Coliton, CRPC™