Jeremy Whitmore
Investment adviser representative at Belpointe Asset Management LLC
10 yearsExperience
1 stateRegistered in
$7.6BFirm assets
18 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Belpointe Services LLC.Jan 2021 to now
- Belpointe Asset Management, LLCAug 2019 to now
- Central Michigan UniversityAug 2017 to May 2019
- Lowe's Home ImprovementMar 2017 to Jun 2017
- Metropolitan State UniversityAug 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
Belpointe Asset Management LLC
$7.6BAssets managed
7,604Clients
171Advisers
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
- 7167312
- Firm CRD
- 143440