Jeremy Walter, financial advisor Lancaster PA
96 score

Jeremy Walter

CRD Number: 5287364
Current Firm: Fident Financial, LLC

Jeremy Walter (CRD# 5287364) is an Investment Advisor Representative working at Fident Financial, LLC in Lancaster, PA and has over 10 years of experience in the finance industry. Jeremy Walter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
James Gano, financial advisor Lancaster PA
James H. Gano
CRD# 5665657
Northwestern Mutual Investment Services,llc
Similar Advisors
Douglas Kaufman, CFP®, ChFC®, financial advisor Lancaster PA
Douglas A. Kaufman, CFP®, ChFC®
CRD# 5679680
Kaufman Advisory Services, Inc.
Similar Advisors
J. Adam Swarr, financial advisor Lancaster PA
J. Adam Swarr
CRD# 5993607
Thrivent Investment Management Inc.
Professional Designations
Company Name Location Dates Years
Dominion Advisory, LLC Lancaster, PA Jan 2017 - Current 1
Securities America Advisors, Inc. Atglen, PA Jul 2007 - Jan 2017 9
Securities America, Inc. Atglen, PA Apr 2007 - Jan 2017 9
Bare Financial Services, Inc. Atglen, PA Jan 2007 - Jan 2017 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Jeremy C. Walter
Phone Number: (717) 208-2235
Registered State(s):
  • PA
Current Firm Details
Fident Financial, LLC
Firm's CRD Number: 286510
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Jeremy Walter and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.