Jeremy Wood
Jeremy Wood is a registered investment advisor at Cetera Investment Advisers LLC, based in Baldwinsville, NY, with 11 years of industry experience. Jeremy 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
Firm Size
IM Fee
Assets Under Management
Location
63 E Genesee St, Baldwinsville, NY, 13027
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremy sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He is also a registered representative with Horan Wealth Management, spending about a quarter of his time creating and monitoring client financial strategies, and a board member for AssetMark Trust Co., spending minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations11 states
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