Jeremy Lewayne Yancey
Investment adviser representative at Element Wealth, LLC
19 yearsExperience
1 stateRegistered in
$743.7MFirm assets
23 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Element Wealth, LLCJul 2008 to now
- Mississippi State SenateDec 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (MS).
Element Wealth, LLC
$743.7MAssets managed
743Clients
13Advisers
23 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
- 5524048
- Firm CRD
- 114968