Jeremy Wilmes
Jeremy Wilmes is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Palm Beach Gardens, FL, with 22 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
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.