Jeremiah Todd Szpilka
Investment adviser representative at Global Wealth Management Investment Advisory, Inc.
11 yearsExperience
1 stateRegistered in
$722.8MFirm assets
9 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
- Seminars and workshops
Experience
11 years in the industry.
- Global Wealth Management Investment Advisory, Inc.Apr 2026 to now
- Global Wealth Retirement Planning, LLCApr 2026 to now
- Arbor Financial ServicesFeb 2026 to Mar 2026
- Sound Income Strategies, LLCFeb 2026 to Mar 2026
- Ameriprise Financial Services, LLCNov 2024 to Jan 2026
- Bank of America, N.A.Dec 2015 to Nov 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2015 to Jan 2023
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Global Wealth Management Investment Advisory, Inc.
$722.8MAssets managed
1,667Clients
16Advisers
9 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
- 5626985
- Firm CRD
- 286005