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Board Member · Investment Management Group

Jeremy A. Morgret

CRD 7015427 · Named on Form ADV at one SEC-registered adviser

At a glance

Investment Management Group, an SEC-registered asset manager based in Billings, MT with $5.2 billion in regulatory assets, lists Jeremy A. Morgret on its Form ADV as Board Member, a control person.

Firms and roles

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 the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (13)

8 more people named with Jeremy on the same filings, with titles and firms. Free in Atlas with a free account.

See all 13 free

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.