Jeremy Dana Fletcher
Investment adviser representative at Asset Dedication, LLC
16 yearsExperience
2 statesRegistered in
CFADesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Asset Dedication, LLCApr 2010 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Asset Dedication, LLC
$2.9BAssets managed
1,998Clients
11Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2202134
- Firm CRD
- 151988