Jeremiah Frank Mccarthy
Investment adviser representative at Mccarthy Wealth & Tax Advisors
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$202MFirm 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.
- Portfolio management
Experience
21 years in the industry.
- Mccarthy Wealth & Tax AdvisorsJul 2005 to now
- Wealth Advisors, LLCJul 2005 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Mccarthy Wealth & Tax Advisors
Legal name: Wealth Advisors, LLC
$202MAssets managed
272Clients
3Advisers
2 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
- 4092080
- Firm CRD
- 135875