Skip to content

Jeremy Gove

Investment adviser representative at Stonebridge Wealth Systems LLC
25 yearsExperience
2 statesRegistered in
$369.1MFirm assets
2 yearsFirm in business

Are you Jeremy Gove? Claim your profile

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

Experience

25 years in the industry.

  1. Stonebridge Wealth Systems LLCOct 2023 to now
  2. Stonebridge Insurance and Wealth ManagementAug 2019 to now
  3. 5811 Planning and Consulting LLC (previously Idcf)Sep 2018 to now
  4. Brookstone Wealth Advisors, LLCDec 2019 to Oct 2023
  5. Gove Investments, IncApr 2001 to Sep 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 66 · Uniform Combined State Law2007
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

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

Stonebridge Wealth Systems LLC

$369.1MAssets managed
931Clients
13Advisers
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
5231794
Firm CRD
327894
Advisor's SEC record (opens in a new tab)
CallContact this firm