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Jeremy Mathew Wilder

Kingswood Capital Partners, LLC

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About Jeremy Mathew Wilder

Jeremy Wilder is a financial professional with over four years of experience in the industry. Currently, Jeremy is registered with Kingswood Capital Partners, LLC and holds Series 7, 24, and 63 licenses. Previously, Jeremy worked at Benchmark Investments, LLC. Jeremy is registered to conduct business in New York and New Jersey.

Firm Information

Jeremy Wilder is currently registered with Kingswood Capital Partners, LLC. Kingswood Capital Partners, LLC is a Limited Liability Company formed in 2016 and is registered to do business in all 50 U.S. states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

59

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.

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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Jeremy Wilder’s Registration & Firm History

NY

02/02/2021 - Present

Kingswood Capital Partners, LLC (New York NY)

NY

04/11/2019 - 05/19/2023

BENCHMARK INVESTMENTS, LLC (New York NY)

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Licenses & Designations

BC

Issued 04/17/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2019

Series 24 - General Securities Principal Examination

BC

Issued 03/14/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy Mathew Wilder.
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