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Jeremy Christopher Riggs

Investment adviser representative at Base Wealth Management
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$326.3MFirm 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

17 years in the industry.

  1. Base Wealth ManagementJul 2024 to now
  2. Fidelity Brokerage Services, LLCDec 2016 to Jun 2024
  3. CwaJan 2015 to Dec 2016
  4. Columbia Southern UniversitySep 2012 to Dec 2016
  5. At&tOct 2010 to Dec 2016
  6. Centerpoint IndustriesJan 2009 to Dec 2016

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (FL).

Base Wealth Management

Legal name: Base Wealth Management LLC

$326.3MAssets managed
862Clients
7Advisers
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
6735029
Firm CRD
321991
Advisor's SEC record (opens in a new tab)
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