Jeremy Wadsworth (CRD# 6890192) is an Investment Advisor Representative working at North Woods Wealth Management in Buffalo, NY and has 1 year of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| North Woods Asset Management | Buffalo, NY | Jul 2017 - Current | 6 |
| Landmark Wealth Management | Amherst, NY | Jan 2014 - Jun 2017 | 3 |
- NY
-
Total Assets Under Management65MILLIONS
-
Total Number of Accounts409ACCOUNTS
-
Average Account Value$158,529
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NY
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