Jeremy David
Jeremy David is a ChFC-designated registered investment advisor at Noble Wealth, based in Zephyrhills, FL, with 11 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 92 clients with $10M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees are negotiable and can vary on a client-by-client basis.
Fee Estimator
Location
35788 S.R. 54, Suite 101, Zephyrhills, FL, 33541
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2021Other Business ActivitiesSells Insurance
Jeremy is an insurance agent providing insurance services through Noble Insurance Planners, LLC, and provides tax preparation services through Noble Tax Strategies, LLC. He spends about 10-20% of his time between these two activities.
Employment History
Current Registrations
Noble Wealth
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, 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.