Jeremy Scott Brandt
Investment adviser representative at Skyoak Wealth
20 yearsExperience
1 stateRegistered in
$692.7MFirm assets
7 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 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
20 years in the industry.
- Skyoak Wealth, LLCFeb 2019 to now
- Bks Advisors, LLCAug 2006 to now
- Brandt, Kelly & Simmons Securities, LLCAug 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Skyoak Wealth
Legal name: Skyoak Wealth LLC
$692.7MAssets managed
450Clients
5Advisers
7 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
- 5296008
- Firm CRD
- 299564