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Jeremiah Greenleaf

11 Years of Experience
Hurricane, WV
Broker

Jeremiah Greenleaf is a registered investment advisor at Cetera Investment Advisers LLC, based in Hurricane, WV, with 11 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

23 Chase Dr, Hurricane, WV, 25526

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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 Activities

Jeremiah provides tax and accounting services through Greenleaf Associates Inc. This non-investment related activity takes nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2015 - Present · 11 yrs 6 mos
Cetera Financial Specialists LLCBroker
July 2014 - Present · 12 yrs
State Registrations1 state
WV
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.