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JW

Jeremiah H. Wyatt

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CRD#: 2103686
JW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeremiah Harden Wyatt II, who also goes by Wyatt Jerry, Jeremiah Wyatt, Jerry Wyatt II, Jerry Wyatt, was a registered financial professional .

Jeremiah is a previously registered financial professional and started their career in finance in 1991. Jeremiah had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Wyatt Jerry | Jeremiah Wyatt | Jerry Wyatt Ii | Jerry Wyatt

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 28, 2015 - December 31, 2016

AVENTUS INVESTMENT ADVISORS, INC.

RIA
CRD#: 153390
CORNELIUS, NC
Past

February 14, 2012 - January 26, 2016

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
CORNELIUS, NC
Past

February 1, 2012 - May 18, 2015

INTEGRATED INVESTMENTS, INC.

RIA
CRD#: 159716
CORNELIUS, NC
Past

November 16, 2009 - February 1, 2012

SOUTHEAST FINANCIAL GROUP

RIA
CRD#: 151216
CORNELIUS, NC
Past

September 8, 2009 - November 16, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
CORNELIUS, NC
Past

September 8, 2009 - February 3, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
CORNELIUS, NC
Past

August 28, 2008 - September 17, 2009

WATERSTONE FINANCIAL GROUP, INC.

RIA
CRD#: 10078
CORNELIUS, NC
Past

August 28, 2008 - September 8, 2009

WATERSTONE FINANCIAL GROUP, INC.

BD
CRD#: 10078
CORNELIUS, NC
Past

December 10, 2002 - August 28, 2008

G. A. REPPLE & COMPANY

RIA
CRD#: 17486
CORNELIUS, NC
Past

June 3, 1999 - August 28, 2008

G. A. REPPLE & COMPANY

BD
CRD#: 17486
CORNELIUS, NC
Past

January 1, 1991 - June 2, 1999

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
AVENTUS INVESTMENT ADVISORS, INC.
AVENTUS ADVISORS | WINDWARD CAPITAL GROUP LLC | WINDWARD CAPITAL | AVENTUS INVESTMENT ADVISORS, INC. | AVENTUS INVESTMENT ADVISORS LLC

CRD#: 153390 / SEC#: 801-131660

RIA
Registered Investment Advisory firm - (12/19/2024 Approved)
Massachusetts
Registered Investment Advisory firm - (1/10/2025 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/16/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AI
AVENTUS INVESTMENT ADVISORS, INC.
AVENTUS ADVISORS | WINDWARD CAPITAL GROUP LLC | WINDWARD CAPITAL | AVENTUS INVESTMENT ADVISORS, INC. | AVENTUS INVESTMENT ADVISORS LLC

CRD#: 153390 / SEC#: 801-131660

RIA
Registered Investment Advisory firm - (12/19/2024 Approved)
Massachusetts
Registered Investment Advisory firm - (1/10/2025 Terminated)
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Contact information


Main Address
780 5th Avenue South Suite 200, Naples, FL 34102
Mailing Address
Phone number
(239) 673-0020
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AVENTUS INVESTMENT ADVISORS, INC. (5/23/2025)

Regulatory assets under management


Total Number of Accounts422
AUM (Assets Under Management)$ 130,417,176

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AVENTUS INVESTMENT ADVISORS, INC.

CRD#: 153390

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