Jeremy Murphy
Investment adviser representative at Munifi, LLC
22 yearsExperience
1 stateRegistered in
$197.9KFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Munifi, LLCApr 2024 to now
- Civic Innovations, inc.Jan 2023 to now
- Clicktripz, LLCJun 2015 to now
- Goldman SachsApr 2004 to now
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Munifi, LLC
$197.9KAssets managed
7Clients
1Advisers
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
- 4824161
- Firm CRD
- 331613