Investment adviser representative · Retirement Evolutions Wealth Management LLC
Jeremy M. Neis
CRD 6527415 · Tucson, AZ
At a glance
Jeremy M. Neis is an investment adviser representative with Retirement Evolutions Wealth Management LLC in Tucson, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeremy’s SEC record dates to 2016, about 10 years ago.
Current advisory firm
- Retirement Evolutions Wealth Management LLCSince August 2016Tucson, AZ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeremy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Retirement Evolutions Wealth Management LLC
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- Karina L. Maher VilesTucson
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