Jeremy Thomas Dunlop
Investment adviser representative at Hb Wealth
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30.2BFirm 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
11 years in the industry.
- Hb WealthJun 2026 to now
- Hb Wealth Management, LLCJun 2026 to now
- Hamilton Capital, LLCJan 2026 to May 2026
- Hamilton Capital, LLCNov 2021 to Dec 2025
- Bdo Wealth Advisors, LLCAug 2017 to Oct 2021
- Signet Financial Management, LLCMar 2017 to Aug 2017
- Krasney Financial, LLCAug 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
4 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
- 5298142
- Firm CRD
- 316731