Jeremy David Netka
Investment adviser representative at Marks Group Wealth Management, Inc.
8 yearsExperience
1 stateRegistered in
$2BFirm assets
17 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Marks Group Wealth Management, Inc.Dec 2017 to now
- LPL Financial, LLCJan 2018 to Dec 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2017
- Wells Fargo Advisors LLCMar 2016 to Nov 2016
- Wells Fargo Bank, NAJan 2013 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (MN).
Marks Group Wealth Management, Inc.
$2BAssets managed
809Clients
9Advisers
17 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
- 6626767
- Firm CRD
- 148679