Jeremiah R. Winters

FOUNDERS GROVE WEALTH PARTNERS

RICHMOND, VA 23230

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CRD#: 4651483

Professional summary

Jeremiah Robert Winters, CFP®, CPWA®, who also goes by Jeremiah Winters, is a registered financial advisor currently at FOUNDERS GROVE WEALTH PARTNERS, LLC located in Richmond, Virginia.

Jeremiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeremiah has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremiah Winters

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) Caravel Concepts, LLC; Investment Related; At Reported Business Location; Fintech Financial Planning and Asset Allocation software; Investor; 03/01/2022; 0 hours/month; Duties: solely an investor. Has no active role.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremiah Robert Winters'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: 2021

CPWA^®

Certified Private Wealth Advisor

Start date: 2020-02-19

Expire date: 2024-01-31

Experience

Current

May 24, 2024 - Present

FOUNDERS GROVE WEALTH PARTNERS, LLC

Office #1: 6802 Paragon Place Suite 300, Richmond, VA 23230

RIA

CRD#: 331352

RICHMOND, VA

Past

April 10, 2018 - June 25, 2024

SALOMON AND LUDWIN

RIA

CRD#: 292456

RICHMOND, VA

Past

November 20, 2009 - April 4, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

RICHMOND, VA

Past

November 20, 2009 - April 4, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

RICHMOND, VA

Past

August 31, 2007 - November 20, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

RICHMOND, VA

Past

May 31, 2007 - November 20, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

RICHMOND, VA

Past

July 29, 2004 - May 31, 2007

FIRST CLEARING, LLC

CRD#: 17344

RICHMOND, VA

Past

June 9, 2003 - October 21, 2003

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

RICHMOND, VA

Past

May 29, 2003 - October 21, 2003

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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".

FOUNDERS GROVE WEALTH PARTNERS, LLC

ALBERO ADVISORS, LLC | PINK LADY OPCO LLC | FOUNDERS GROVE WEALTH PARTNERS, LLC | FOUNDERS GROVE WEALTH PARTNERS

CRD#: 331352 / SEC#: 801-130329

RIA

Registered Investment Advisory firm - (5/24/2024 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
(5/24/2024)

IAR

Virginia
(5/24/2024)

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: 8/30/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/4/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/28/2003

General Securities Representative Examination

Current Firm

FOUNDERS GROVE WEALTH PARTNERS, LLC

ALBERO ADVISORS, LLC | PINK LADY OPCO LLC | FOUNDERS GROVE WEALTH PARTNERS, LLC | FOUNDERS GROVE WEALTH PARTNERS

CRD#: 331352 / SEC#: 801-130329

RIA

Registered Investment Advisory firm - (5/24/2024 Approved)

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Contact information

Main Address

6802 Paragon Place Suite 300, Richmond, VA 23230

Mailing Address

Phone number

(804) 910-0001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (11/12/2025)

Regulatory assets under management

Total Number of Accounts	616
AUM (Assets Under Management)	$ 432,736,013

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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Advisor Monitoring

Firm Stability Insights

Jeremiah R. Winters

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremiah Robert Winters's CRS (Customer Relationship Summary).

Certified licenses

Experience

SALOMON AND LUDWIN

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST CLEARING, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

FOUNDERS GROVE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2007

SIE

Date: 4/4/2018

Series 7

Date: 5/28/2003

Current Firm

FOUNDERS GROVE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOUNDERS GROVE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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