JM
CFP
JM
CFP

Jeremy Johnathon Mcmullen

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
32 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$281K average
Assets Under Management
$439.6M

Fee Structure

Financial Planning:Included in AUM fee
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Location

325 W. Main St., Brighton, MI, 48116

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jeremy owns McMullen Holdings LLC, an investment-related business that sells securities and life insurance/annuities, since June 2022. Jeremy works full-time at this business, including a significant portion during securities trading hours, as a financial advisor.

Employment History
Current Registrations
Foguth Wealth Management, LLC.
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Truadvice LLC
February 2023 - December 2023 · 10 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.