Skip to content

Jeremiah Robert Winters

Investment adviser representative at Founders Grove Wealth Partners, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$532.3MFirm assets

Are you Jeremiah Robert Winters? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Founders Grove Wealth Partners, LLCMay 2024 to now
  2. Salomon and Ludwin, LLCApr 2018 to May 2024
  3. Wells Fargo Advisors Financial Network LLCNov 2009 to Apr 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

Founders Grove Wealth Partners, LLC

$532.3MAssets managed
169Clients
2Advisers
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
4651483
Firm CRD
331352
Advisor's SEC record (opens in a new tab)
CallContact this firm