Jeremy Revard
Investment adviser representative at Rightoak Asset Management, LLC
14 yearsExperience
2 statesRegistered in
$111.9MFirm 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 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
14 years in the industry.
- Rightoak Asset Management, LLCOct 2025 to now
- VestasAug 2025 to Sep 2025
- Gradient Securities, LLCJul 2025 to Oct 2025
- Delta ConstructorsJun 2024 to Jul 2025
- Saulsbury IndustriesFeb 2024 to Jun 2024
- Ks IndustriesJun 2017 to Jan 2024
- WestconJun 2011 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Rightoak Asset Management, LLC
$111.9MAssets managed
742Clients
9Advisers
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
- 8116805
- Firm CRD
- 337832