Jeremy Chambers,CPFA, QKA, CIMA® | Retirement Plan Services Financial Advisor Southfield MI
Jeremy Chambers, CPFA, QKA, CIMA®

Jeremy Chambers, CPFA, QKA, CIMA®

Vice President,
Financial Advisor

  • Rockwood, MI
  • The 7 Habits of Highly Effective People | The Back to the Future trilogy
  • My 3 kids - they are all young adults now and we don't get enough time for many dinners.
  • Do onto others as you would have them do onto you
  • Honesty, integrity, and faithfulness

Financial Advisors

Jeremy Chambers is an institutional retirement plan advisor based in Southfield, MI.

Jeremy joined CAPTRUST in 2020. He brings over 20 years of experience as a relationship manager with Plante Moran—specializing in retirement plan investment strategies.

As a financial advisor with CAPTRUST, Jeremy’s areas of expertise include investment design, performance monitoring, participant education, and fee benchmarking. With a background in plan recordkeeping and investment consulting, he is highly versed in the various ways clients can meet their financial goals and retire successfully.

Within the industry, Jeremy speaks at various events and conferences on topics surrounding retirement plans and trends. He was also named one of Institutional Investor News 20 Rising Stars of Retirement Plan Advisory. In 2016, Jeremy was part of the team recognized as one of three finalists for the National Association of Plan Advisors 401(k) Leadership Award.

When not working, Jeremy enjoys a good round of golf, attending music concerts, and traveling.

Education

  • Bachelor of Business Administration degree from Eastern Michigan University

Industry Designations

  • Certified Plan Fiduciary Advisor (CPFA)
  • Qualified 401(k) Administrator (QKA)
  • Certified Investment Management Analyst (CIMA®)

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2020, 2021, and 2022 (CAPTRUST South Michigan)
  • NAPA 401(k) Leadership Award Finalist | 2016
  • Institutional Investor News 20 Rising Stars of Retirement Plan Advisory | 2008

Industry Involvement

  • Speaker, various industry events and conferences

Memberships

  • American Society of Pension Professionals & Actuaries (ASPPA)
  • The Investments & Wealth Institute (The Institute®)
  • The National Association of Plan Advisors (NAPA)

News & Resources

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