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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Udell Associates nor Pendragon Financial Services are affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with Imageresidents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.

Jeremy President, CFP®

Jeremy UdellJeremy oversees the creation, implementation and support of retirement, estate, and insurance planning strategies for the Central Florida area. His main responsibilities include meeting with Central Florida clients and prospects to discuss their current financial situations, and working with them to develop strong and cohesive strategies to meet their financial goals. Jeremy helps clients define their Retirement, Education, Business, Long Term Care, and Insurance needs, and he works with them to create tailored planning strategies to help meet these needs. Jeremy is a Certified Financial Planner® and a Registered Representative with NFP Securities, Inc. Jeremy also holds an insurance license and received two Bachelors degrees (in Business Management and Jewish Studies) from the University of Florida. Jeremy has been with the firm since 2001.

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