Jeremy Barto
Registered Client Service Associate
As a Registered Client Service Associate at Seventy2 Capital, Jeremy supports financial advisors by delivering high-quality client service, with a focus on money movements and account reporting. With a client-first mindset, he strives to meet client needs efficiently while communicating in an articulate and approachable way.
Before joining Seventy2 Capital full-time, Jeremy interned in the practice’s Tysons office during the summer of 2025, where he gained valuable hands-on experience in wealth management. He also holds his FINRA SIE, Series 7 and Series 66 registrations, allowing him to further assist advisors in managing and growing client relationships.
Jeremy earned his Bachelor’s degree in Financial Management from Clemson University. Outside of work, he enjoys playing golf, having competed in tournaments growing up, as well as running marathons and playing pickleball.