Jeremy Wallace
Investment adviser representative at Wallace Hart Capital Management
13 yearsExperience
1 stateRegistered in
$264MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Wallace Hart Capital ManagementFeb 2017 to now
- UBS Financial Services IncJul 2013 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (KY).
Wallace Hart Capital Management
Legal name: Wallace Hart LLC
$264MAssets managed
230Clients
5Advisers
9 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
- 3040496
- Firm CRD
- 285981