Adviser and broker representative · Osaic Wealth, Inc.
Jeremy Wilmes
CRD 4049866 · Palm Beach Gardens, FL
At a glance
Jeremy Wilmes is an investment adviser representative with Osaic Wealth, Inc. in Palm Beach Gardens, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeremy’s SEC record dates to 2002, about 24 years ago. Jeremy is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Osaic Wealth, Inc.Since August 2025Palm Beach Gardens, FL · $235B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
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
- 12 firmsLocked
- 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 and FINRA BrokerCheck.
More at Osaic Wealth, Inc.
- Christopher D. BuchananPalm Beach Gardens
- Ryan E. HowisonPalm Beach Gardens
- Eugene P. LeydenPalm Beach Gardens · Certified Financial Planner
- Jonathan L. SlaterPalm Beach Gardens
- Mark J. AasenWest Des Moines
- Angela C. AbbottKimberly
- Steven V. AbbruzzeseLivingston · Chartered Financial Consultant
- Antar A. AbderrahmanSan Diego
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