Jeremy Dale Tyler
Investment adviser representative at Exodus Wealth, LLC
25 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$483.6MFirm 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
Experience
25 years in the industry.
- Exodus Wealth, LLCJan 2020 to now
- Prosperity Wealth Management, Inc.Nov 2017 to now
- Mutual/united of OmahaJul 2001 to now
- 417 Insurance and InvestmentsSep 2016 to May 2022
- Fortune Financial Services, Inc.Nov 2013 to Dec 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (MO).
Exodus Wealth, LLC
$483.6MAssets managed
2,249Clients
56Advisers
11 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
- 4778054
- Firm CRD
- 174328