Email Address

[email protected]

Phone Number

(440) 363-0525

About Me

Jeremy Saham is the founder and president of JMS Financial Solutions, LLC.

With over a decade of experience in the wealth management & financial planning industry, Jeremy firmly believes that the client must always stay at the forefront of the relationship. This belief continues to influence his vision for how financial planners should be working with their clients, which is why Jeremy decided to launch JMS Financial Solutions in 2022. 

Jeremy’s main objective is to empower his clients to overcome their challenges with money by helping them make thoughtful, intentional, and confident financial decisions. Jeremy believes that money can be used as a tool to live life more comfortably, but it does not determine our happiness. Jeremy strives to help each client to clarify their definition of success, then coordinates concise action steps for them to take to achieve it on their terms. He believes financial planning is a unique ongoing journey for each client, and that milestones along the way serve as the inspiration to meet the next destination.

Jeremy has never been one for the spotlight. He takes pride in being part of a team, contributing to his client's personal and professional success by eliminating the stress and worry that come from managing their personal financial life. He feels most fulfilled when his clients can focus on what really matters in life - friends, family, and community.

Before starting JMS Financial Solutions, Jeremy was a partner at Cedar Brook Group, where he began building his practice. Prior to that, he served clients at Fifth Third Private Bank, where he was responsible for designing comprehensive wealth management strategies for corporate executives and business owners. 

He has always been an entrepreneur at heart, from the first time he sold ants to his neighbors at the age of 3 to the successful sale of his landscaping company upon graduating high school. He experienced what it was like to run a franchise as a College Pro Painting Franchisee during college and what it meant to work on the business instead of in the business. These experiences have proven to be valuable to his clients who run businesses as he is now again a business owner and incorporates this perspective into everything he does.

Jeremy holds the professional certification of CERTIFIED FINANCIAL PLANNER™ practitioner, one of the most respected credentials and recognized standards of excellence in personal financial planning. In addition, he adheres to the CFP Board's Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.

Jeremy is a recipient of the prestigious Chick Evans Caddie Scholarship and earned a Bachelor's Degree in Business Administration, specializing in finance, from The Ohio State University.

Jeremy grew up in Solon, Ohio, and now lives in University Heights with his wife Lindsey and their Jack Russell Terrier Chester. They are looking forward to adding children to their family.

In his free time, Jeremy is an avid golfer and amateur chef. His favorite thing to cook? Anything breakfast related. Jeremy is a cycling instructor and enjoys having an active lifestyle while also motivating others.

Additionally, he is leading the Northeast Ohio Evans Scholar Alumni Chapter and is eager to connect alumni with each other and existing scholars to create a stronger community and send more caddies to college.

Licenses

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident & Health, Variable

Education

  • Bachelor of Science in Business Administration, Specialization Finance
  • The Ohio State University, Fisher College of Business 2011

Wealth is not determined by investment performance, but by investor behavior.

 Nick Murray