Jeremy D. Lott

TRINITY STRATEGIC WEALTH | Financial Advisor

TULSA, OK 74136

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CRD#: 4084998

Professional summary

Jeremy Dean Lott, CFP® is a registered financial advisor currently at TRINITY STRATEGIC WEALTH located in Tulsa, Oklahoma.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jeremy has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Education Planning

Estate Planning

Insurance Planning

Tax Planning

Business Succession Planning

Investment Planning

Retirement Planning

Comprehensive Financial Planni...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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.

(1)Name of Business: Millicon Resolutions, LLC Address: 1343 E 71st Street, Tulsa, OK, 74136, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/31/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partial Owner/LLC Member

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Dean Lott's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

October 2, 2025 - Present

TRINITY STRATEGIC WEALTH

Office #1: 1375 E. 71st Street, Tulsa, OK 74136

RIA

CRD#: 337956

TULSA, OK

Past

January 2, 2009 - October 3, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

TULSA, OK

Past

March 5, 2007 - July 17, 2007

FOUNDATION FREEDOM ADVISORY SERVICES

RIA

CRD#: 135862

TULSA, OK

Past

June 11, 2001 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

TULSA, OK

Past

July 12, 2000 - October 3, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

TULSA, OK

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(10/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/7/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/11/2000

General Securities Representative Examination

Current Firm

TRINITY STRATEGIC WEALTH

TRINITY STRATEGIC WEALTH | TULSA WEALTH ADVISORS, INC.

CRD#: 337956 / SEC#: 801-134209

RIA

Registered Investment Advisory firm - (8/27/2025 120-Day Approval)

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Contact information

Main Address

1375 E. 71st Street, Tulsa, OK 74136

Mailing Address

Phone number

(918) 492-2150

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRINITY STRATEGIC WEALTH FORM ADV PART 2A 7-2025 (10/22/2025)

TRINITY STRATEGIC WEALTH FORM ADV PART 2A APPENDIX 1 7-2025 (10/22/2025)

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Jeremy D. Lott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Dean Lott's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRINITY STRATEGIC WEALTH

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

FOUNDATION FREEDOM ADVISORY SERVICES

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/7/2000

SIE

Date: 10/1/2018

Series 7

Date: 7/11/2000

Current Firm

TRINITY STRATEGIC WEALTH

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

TRINITY STRATEGIC WEALTH

TRUST BUT VERIFY

Contact information

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