Jeremy Wood
Jeremy Wood is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Salt Lake City, UT, with 14 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, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.
Fee Estimator
Location
6340 South 300 East, Suite 350, Salt Lake City, UT, 84121
Get directionsHistory
Regulatory History (1)
Financial
December 2017Other Business ActivitiesSells Insurance
Jeremy is a licensed insurance agent, writing life and disability insurance policies, dedicating minimal time to this. He is also an Investment Advisor Representative and spends nearly full-time advising on securities through Barber Investment Partners.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Spc
Parkland Securities, LLCBroker
Signator Investors, INC.Broker
State Registrations24 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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