Jeremiah Jonathan Anzelc
Investment adviser representative at North Bay Wealth Management
15 yearsExperience
2 statesRegistered in
$107.3MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- North Bay Wealth ManagementSep 2024 to now
- Restaurant365Jun 2011 to Aug 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
North Bay Wealth Management
$107.3MAssets managed
138Clients
2Advisers
1 yearIn 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
- 8021251
- Firm CRD
- 285523