Jeremy Wilmes
Investment adviser representative at Osaic Wealth, Inc.
24 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$234.9BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Osaic Wealth, Inc.Aug 2025 to now
- CaptainJan 2005 to now
- Edward JonesDec 2024 to Aug 2025
- Cetera Investment Advisers LLCMar 2023 to Dec 2024
- Cetera Adviser Networks LLCOct 2022 to Dec 2024
- Crump Life Insurance Services (truist)Jan 2022 to Oct 2022
- P.J. Robb Variable Corp.Jan 2022 to Oct 2022
- Self EmployedNov 2020 to Jan 2022
- The Prudential Insurance Company of AmericaJan 2020 to Nov 2020
- Allstate Insurance CoNov 2013 to May 2019
- MassmutualMay 2011 to Dec 2019
- Equitable Advisors LLCMar 2002 to Nov 2021
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (FL).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 4049866
- Firm CRD
- 23131