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Jeremie Daniel McKee

Stonebridge Asset Management LLC

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About Jeremie Daniel McKee

Jeremie McKee is an investment advisor representative at Stonebridge Asset Management LLC. Jeremie is registered with the state of California and Texas. Jeremie has been in the financial services industry for over 20 years. Jeremie is a Series 3, 7, and 66 licensed professional. Jeremie also holds an insurance license. Jeremie has experience working with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth. Jeremie provides portfolio management services to individuals. Jeremie is committed to providing clients with personalized financial advice and investment management services that meet their individual needs.

Firm Information

Jeremie McKee is currently registered with Stonebridge Asset Management LLC. Stonebridge Asset Management LLC is an investment advisor registered with the SEC. The firm has 1 licensed agent, 1 investment advisor representative, and manages approximately $9,451,746 in regulatory assets under management. Stonebridge Asset Management LLC provides portfolio management for individuals.

$9.45M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeremie McKee’s Registration & Firm History

CA

03/13/2018 - Present

Stonebridge Asset Management LLC (CORONA CA)

CA

12/11/2001 - 04/27/2007

SPRINGBOARD SECURITIES, INC. (NEWPORT BEACH CA)

CT

04/07/1998 - 12/04/2001

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

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Licenses & Designations

BOTH

Issued 06/16/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/2007

Series 3 - National Commodity Futures Examination

BC

Issued 04/06/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremie Daniel McKee.
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