JG
JG

Jeremy Gove

12 Years of Experience
Kearney, NE
2 DisclosuresSells Insurance

Jeremy Gove is a registered investment advisor at Stonebridge Wealth Systems LLC, based in Kearney, NE, with 12 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 927 clients with $280M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
927 clients
Average Client Portfolio
$298K average
Assets Under Management
$276.0M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The annual fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

108 1st Avenue Place, Kearney, NE, 68847

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History

Regulatory History (2)
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Customer Dispute
September 2013
Settled
Customer Dispute
May 2010
Settled
Other Business ActivitiesSells Insurance

Jeremy is the president of 5811 Planning and Consulting LLC, Inc., dedicating about 10-20% of his time to reviewing business plans for humanitarian projects. He is also an insurance agent at Stonebridge Insurance and Wealth Management, spending about 10-20% of his time offering and selling insurance products.

Employment History
Current Registrations
Stonebridge Wealth Systems LLC
October 2023 - Present · 2 yrs 6 mos
Previous Registrations
Brookstone Wealth Advisors, LLC
December 2019 - November 2023 · 3 yrs 11 mos
Argentus Advisors, LLC
February 2012 - August 2013 · 1 yr 6 mos
Summitalliance Capital Management, L.L.C.
January 2012 - February 2012 · 1 mo
Strategic Capital Alternatives
February 2011 - December 2011 · 10 mos
J P Turner & Company Capital Management, LLC
November 2007 - March 2011 · 3 yrs 4 mos
J P Turner & Company Capital Management, LLC
August 2007 - November 2007 · 3 mos
State Registrations2 states
NETX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.