Jeremy David
Jeremy David is a CFP-designated registered investment advisor at Complete Wealth Management, LLC, based in Valley View, TX, with 25 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, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 238 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiable for accounts over $1,000,000.
Fee Estimator
Location
Valley View, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremy is the President of Complete Financial Group, Inc., an insurance agency, dedicating about 10-20% of his time to managing it. He is also a member of J2 Residential Holdings, LLC, a company that owns residential rental properties, and an Elder at Midway Church, spending minimal time on each.
Employment History
Current Registrations
Complete Wealth Management, LLC
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Securities Management & Research, INC.Broker
State Registrations1 state
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.