Jeremy Wiss (CRD# 5920030) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Culver City, CA and has over 12 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Noble Wealth Partners | Culver City, CA | May 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. | Manhattan Beach, CA | Jan 2019 - Current | 5 |
| Raymond James Financial Services Advisors Inc. | Manhattan Beach, CA | Jan 2019 - Current | 5 |
| Principal | Los Angeles, CA | Jan 2019 - Current | 5 |
| Lumen Wealth Group | Culver City, CA | Jan 2019 - Current | 5 |
| The Donald & Deborah Wiss Living Trust | Los Angeles, CA | Jan 2018 - Current | 6 |
| Mass Mutual | Los Angeles, CA | Aug 2011 - Current | 12 |
| Crux Insurance Agency, LLC | Los Angeles, CA | Jan 2019 - Nov 2021 | 2 |
| Unemployed | Beverly Hills, CA | Aug 2018 - Jan 2019 | < 1 |
| Fraser Financial | Beverly Hills, CA | Oct 2011 - Aug 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2011 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- CA
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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