Jeremy joined the Small Cap Value Strategy as a portfolio manager in June 2002 and became head portfolio manager on January 1, 2013. Jeremy is a member of the Columbia Threadneedle Best Execution Committee. He has held the CFA designation since 2004.Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.Columbia funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA, and managed by Columbia Management Investment Advisers, LLC.
Crestwood Advisors, LLC ( "Crestwood" ) is an SEC registered investment adviser located in Boston, MA. Crestwood and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Crestwood maintains clients. Crestwood may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Crestwood's web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Crestwood's web site on the Internet should not be construed by any consumer and/or prospective client as Crestwood's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Crestwood. Any subsequent, direct communication by Crestwood with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Crestwood, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of Crestwood's current written disclosure statement discussing Crestwood's business operations, services, and fees is available from Crestwood upon written request. Crestwood does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Crestwood's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users there of should be guided accordingly.
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
