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

Ice rink events
Nov 2015 - Jan 2018Avalon rink monitor/cashier
Cherokee town and country club
Jun 2017 - Aug 2018Caddie
Roadie
Jan 2018 - Aug 2018Business development/sales intern
Pi kappa phi fraternity
Nov 2018 - Nov 2020Director of Alumni Relations
Nov 2019 - Nov 2020Director Of Philanthropy
Nov 2018 - Nov 2019

Lpl financial
Jun 2019 - Nov 2022Admin Solutions Consultant
Jun 2021 - Nov 2022Wealth Management Associate l David Wealth Management Group
Jan 2021 - Jan 2021Wealth Management Associate | Integrity Financial Advisors
Jun 2019 - Jan 2021

Ups capital®
Jun 2020 - Aug 2020Business development intern
Augusta national golf club
Apr 2021 - Apr 2021Masters tournament employee
Stratos wealth partners
Jan 2022 - Jun 2024Associate wealth advisor - david wealth management group
Merrill lynch
Jul 2024 - nowPrivate wealth client associate, ellison kibler & associates
Licenses & Certifications

Chartered retirement planning counselor
College for financial planningAug 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
Associated with Jeremy Coliton, CRPC™Volunteer
Issued by Filter of Hope
Associated with Jeremy Coliton, CRPC™Volunteer
Issued by Best Buddies International
Associated with Jeremy Coliton, CRPC™Sigma Chapter past Philanthropy Chair, past Alumni Relations Chair
Issued by Pi Kappa Phi Fraternity
Associated with Jeremy Coliton, CRPC™
Languages
- enEnglish
- spSpanish
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