Partner, Director · FMB Wealth Management
Jeremy J. Fields
CRD 6144701 · Named on Form ADV at 2 SEC-registered advisers
At a glance
FMB Wealth Management, an SEC-registered wealth manager based in Westlake Village, CA with $616 million in regulatory assets, lists Jeremy J. Fields on its Form ADV as Partner, Director. The SEC filings also name Jeremy at 1 other registered adviser.
Firms and roles
- FMB Wealth ManagementPartner, DirectorWealth manager · Westlake Village, CA · $616M in regulatory assets
- FMB Retirement ServicesPartner, DirectorAsset manager · Westlake Village, CA · $146M in regulatory assets
AtlasMembers
Jeremy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Debra A. FieldsPresident, CFO, FMB Wealth Management
- Grant E BlindburyPartner, Director, FMB Wealth Management
- David R. HowertonChief Compliance Officer, FMB Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeremy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.