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Jeremiah Curtis Griffith is an Investment Advisor Representative associated with Mariner Wealth. Jeremiah is a Certified Financial Planner and has been in the industry for 7 years. Jeremiah has been registered with the state of California since April 1, 2019, and has successfully passed the Uniform Investment Adviser Law Examination. Jeremiah specializes in working with a range of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals seeking financial planning services. In addition to providing investment advisory services, Jeremiah also serves as the Director of Marketing for the Financial Planning Association of San Francisco.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
04/01/2019 - Present
Mariner Wealth (CORTE MADERA CA)
IA
Issued 09/06/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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