Jeremy Michael Palensky
Investment adviser representative at Avior Wealth Management, LLC
10 yearsExperience
4 statesRegistered in
$6.5BFirm assets
17 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 assetsFixed 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
10 years in the industry.
- Avior Wealth Management, LLCMay 2024 to now
- Diamond Empire BandJul 2019 to now
- First Investments and PlanningJul 2019 to May 2024
- Omaha Music of School and DanceAug 2017 to Jan 2018
- First National Bank of OmahaOct 2016 to May 2024
- Raymond James Financial Services Advisors Inc.Oct 2016 to May 2024
- Raymond James Financial Services, Inc.Oct 2016 to May 2024
- Palensky Music StudioAug 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 4 states (IA, NE, TX, WA).
Avior Wealth Management, LLC
$6.5BAssets managed
4,894Clients
68Advisers
17 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
- 5288179
- Firm CRD
- 148674