Jeremy K. David

COMPLETE WEALTH MANAGEMENT

Valley View, TX

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CRD#: 4314102

Professional summary

Jeremy Kyle David, CFP® is a registered financial advisor currently at COMPLETE WEALTH MANAGEMENT, LLC located in Valley View, Texas.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jeremy has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

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) COMPLETE FINANCIAL GROUP, Inc., NOT INVESTMENT RELATED, 1808 CORNELL LN STE 140 DENTON TX 76201, INS AGENCY, PRESIDENT, MAY 2005, 30 HRS/Month, Management of Insurance Agency. 2) J2 RESIDENTIAL HOLDINGS, LLC, NOT INVESTMENT RELATED, HIGHLAND VILLAGE TX, A COMPANY THAT OWNS RESIDENTIAL RENTAL PROPERTIES, MEMBER, JULY 2017, 4 HRS/MONTH, 0 HRS/MONTH DURING TRADING HOURS. 3) Midway Church; NOT INVESTMENT RELATED, AUBREY TX, CHURCH, ELDER, 4 HRS/MONTH, 0 HRS/MONTH DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Kyle David'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

July 19, 2017 - Present

COMPLETE WEALTH MANAGEMENT, LLC

RIA

CRD#: 288794

Valley View, TX

Past

October 1, 2015 - July 28, 2017

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

Denton, TX

Past

October 1, 2015 - July 28, 2017

J.W. COLE FINANCIAL, INC.

CRD#: 124583

Denton, TX

Past

February 21, 2007 - October 1, 2015

TLG ADVISORS, INC.

RIA

CRD#: 111052

DENTON, TX

Past

April 5, 2005 - October 1, 2015

THE LEADERS GROUP, INC.

CRD#: 37157

DENTON, TX

Past

January 5, 2001 - April 4, 2005

SECURITIES MANAGEMENT & RESEARCH, INC.

CRD#: 759

CEDAR RAPIDS, IA

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".

COMPLETE WEALTH MANAGEMENT, LLC

CRD#: 288794 / SEC#: 801-132711

RIA

Registered Investment Advisory firm - (5/5/2025 Approved)

Texas

Registered Investment Advisory firm - (7/19/2017 Approved)

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

Texas
(7/19/2017)

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: 8/16/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/4/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/28/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/25/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/4/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COMPLETE WEALTH MANAGEMENT, LLC

CRD#: 288794 / SEC#: 801-132711

RIA

Registered Investment Advisory firm - (5/5/2025 Approved)

Texas

Registered Investment Advisory firm - (7/19/2017 Approved)

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Contact information

Main Address

Valley View, TX

Mailing Address

624 W. University Dr., # 430, Denton, TX 76201

Phone number

(940) 382-9300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COMPLETE WEALTH MANAGEMENT, LLC- FORM ADV PART 2AB (4/3/2025)

Regulatory assets under management

Total Number of Accounts	538
AUM (Assets Under Management)	$ 125,070,307

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.

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Jeremy K. David

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Kyle David's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

TLG ADVISORS, INC.

THE LEADERS GROUP, INC.

SECURITIES MANAGEMENT & RESEARCH, INC.

Primary Firm SEC Registration

COMPLETE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/16/2006

Series 63

Date: 1/4/2001

SIE

Date: 7/28/2017

Series 7

Date: 4/25/2006

Series 6

Date: 1/4/2001

Current Firm

COMPLETE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMPLETE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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