Jeremiah Spitzberg (CRD# 2262146) is an Investment Advisor Representative working at Stone Point Wealth LLC in Miami, FL and has over 31 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stone Point Wealth | Miami, FL | Dec 2021 - Current | 2 |
| Noesis Capital Management | Boca Raton, FL | Jan 1999 - Nov 2021 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1992 |
- FL
- TX
-
Total Assets Under Management321MILLIONS
-
Total Number of Accounts772ACCOUNTS
-
Average Account Value$415,540
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, NY, TX
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