Jeremy Daniel Wagner
Investment adviser representative at Emergent Wealth Advisors, LLC
16 yearsExperience
2 statesRegistered in
$249.1MFirm assets
10 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
16 years in the industry.
- Emergent Wealth Advisors, LLCJul 2023 to now
- Sole ProprietorMay 2023 to now
- Wells Fargo Clearing Services, LLCOct 2018 to May 2023
- Nvr MortgageAug 2018 to Sep 2018
- Full Time StudentAug 2010 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, TN).
Emergent Wealth Advisors, LLC
$249.1MAssets managed
370Clients
4Advisers
10 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
- 7036635
- Firm CRD
- 174845