Unclaimed
Jeremy Whitmore is a registered Investment Advisor Representative with Belpointe Asset Management LLC. Jeremy is licensed in Michigan and is located in Reno, Nevada. Jeremy has been in the industry since August of 2019. Jeremy also has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Jeremy is affiliated with Belpointe Specialty Insurance, LLC where he provides insurance sales and with Salty Chief Farm, LLC where he is the owner/operator.
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.
Personalized portfolio management to meet individual financial objectives.
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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MI
01/15/2025 - Present
Belpointe Asset Management LLC (COLEMAN MI)
IA
Issued 08/08/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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