Jeremy Wilmes
Jeremy Wilmes is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Palm Beach Gardens, FL, with 23 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
3801 Pga Blvd, #600, Palm Beach Gardens, FL, 33410
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Regulatory History (1)
Customer Dispute
October 2018Other Business Activities
Jeremy owns rental property in Dunedin, FL, since August 2024, but outsources the management. He also works as a contract PADI SCUBA instructor and USCG 100t boat captain, dedicating a few hours per week to maintaining licenses and taking on contract work.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
P.J. Robb Variable CorporationBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
MML Investors Services, LLCBroker
Allstate Distributors, L.L.C.Broker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Paulson Investment Company, INC.Broker
Paulson Investment Company, INC.
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Paulson Investment Company, INC.Broker
Paulson Investment Company, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Willamette Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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