JB
JB

Jeremy Scott Brandt

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
453 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$601.4M

Fee Structure

Minimum Investment:$200K
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Location

28411 Northwestern Hwy, Suite 760, Southfield, MI, 48034

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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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Other Business ActivitiesSells Insurance

Jeremy is an insurance agent with Brandt, Kelly & Simmons Securities, LLC since 2006. He dedicates minimal time to this activity.

Employment History
Current Registrations
Skyoak Wealth
February 2019 - Present · 7 yrs
Previous Registrations
Bks Advisors, LLC
September 2010 - December 2019 · 9 yrs 3 mos
Brandt, Kelly & Simmons Securities, LLCBroker
March 2007 - October 2017 · 10 yrs 7 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Jeremy Scott Brandt - Financial Advisor | TrueAdvisor