Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Toothman is a wealth advisor at CWM, LLC DBA CARSON PARTNERS, a firm that provides portfolio management, financial planning, estate planning, and other advisory services. Jeremy is also the Director of Operations for MAIN STREET FINANCIAL GROUP, a firm that specializes in financial services. Jeremy has been in the financial services industry since 2011. He has held positions at E*TRADE SECURITIES LLC, MORGAN STANLEY, and WOODBURY FINANCIAL SERVICES, INC. Jeremy holds a Series 7, Series 10, Series 9, Series 63, and Series 66 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
10/31/2023 - Present
CWM, LLC (OMAHA NE)
GA
12/03/2019 - 11/01/2023
WOODBURY FINANCIAL SERVICES, INC. (MILTON GA)
GA
03/18/2015 - 12/05/2019
MORGAN STANLEY (ATLANTA GA)
GA
12/09/2011 - 03/06/2015
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 03/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/24/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeremy Toothman is the right advisor for you? Invested Better is here to help.
