Jeremy FieldsCRD Number: 6144701
Current Firm: Fmb Wealth Management
Jeremy Fields (CRD# 6144701) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 4 years of experience in the finance industry.
Fried Asset Management, Inc.
Greyfox Investors LLC
|Fmb Retirement Services||Thousand Oaks, CA||Nov 2012 - Current||4|
|Fields Swim School||San Diego, CA||Oct 2010 - Current||6|
|Fmb Wealth Management||Thousand Oaks, CA||Mar 2009 - Current||7|
|University Of San Diego||San Diego, CA||Sep 2007 - Nov 2010||3|
|Full Time Student||Ventura, CA||Dec 2002 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management147MILLIONS
Total Number of Accounts98ACCOUNTS
Average Account Value$1,499,843
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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