Jeremy McMullen (CRD# 7698868) is an Investment Advisor Representative working at Foguth Wealth Management, LLC in Brighton, MI and has 1 year of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foguth Wealth Management, LLC | Brighton, MI | Aug 2023 - Current | < 1 |
| Truadvice, LLC | Sarasota, FL | Feb 2023 - Current | 1 |
| Foguth Financial Group | Brighton, MI | Jun 2022 - Current | 1 |
| Uhy Llp, Cpa | Ann Arbor, MI | May 2022 - Jun 2022 | < 1 |
| Pts Companies | Howell, MI | May 2021 - May 2022 | 1 |
| Gvsu | Allendale, MI | Aug 2018 - Apr 2022 | 3 |
| Lakelands Country Club | Brighton, MI | May 2021 - Aug 2021 | < 1 |
| Housing At Gvsu | Allendale, MI | Aug 2019 - Apr 2021 | 1 |
| Captain Joe's | Whitmore Lake, MI | Apr 2018 - Aug 2018 | < 1 |
| Taco Bell | Brighton, MI | Oct 2017 - Apr 2018 | < 1 |
| Not Employed | Not Employed, MI | Feb 2013 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- MI
-
Total Assets Under Management237MILLIONS
-
Total Number of Accounts2,988ACCOUNTS
-
Average Account Value$79,303
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MI, NC, OH, TX
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