JB
CFP
JB
CFP

Jeremy Bisceglia

20 Years of Experience
Nashville, TN
Broker

Jeremy Bisceglia is a CFP-designated registered investment advisor, based in Nashville, TN, with 20 years of industry experience.

Location

3011 Armory Dr, Suite 300, Nashville, TN, 37204

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Level Four Advisory Services
September 2025 - Present · 8 mos
Level Four Financial, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Morgan Stanley
October 2014 - September 2025 · 10 yrs 11 mos
Morgan StanleyBroker
October 2014 - September 2025 · 10 yrs 11 mos
Edward Jones
August 2007 - October 2014 · 7 yrs 2 mos
Edward JonesBroker
March 2006 - October 2014 · 8 yrs 7 mos
State Registrations24 states
ALARAZCACOFLGAKYLAMAMIMOMSNCNDNYOHOKORPASCTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Jeremy Bisceglia - Financial Advisor | TrueAdvisor