Jeremy David Rhen
Investment adviser representative at Sax Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.6BFirm 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
- Pension consulting
Experience
10 years in the industry.
- Sax Wealth Advisors, LLCJan 2016 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Sax Wealth Advisors, LLC
$3.6BAssets managed
1,655Clients
42Advisers
18 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
- 6494593
- Firm CRD
- 119193