Jeremy Murphy

MUNIFI

Hermosa Beach, CA 90254

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CRD#: 4824161

Professional summary

Jeremy Murphy, who also goes by Jeremy M Murphy, is a registered financial advisor currently at MUNIFI, LLC located in Hermosa Beach, California.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeremy has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy M Murphy

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.

CEO of technology holding company, Civic Innovations, which owns Munifi, LLC . President of travel technology company, Clicktripz LLC. Board Member at document management and analytics company, Research Solutions (RSSS).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Murphy'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®

None

Experience

Current

June 13, 2024 - Present

MUNIFI, LLC

Office #1: 555 Pier Avenue Suite C, Hermosa Beach, CA 90254

RIA

CRD#: 331613

Hermosa Beach, CA

Past

August 18, 2004 - August 12, 2005

GOLDMAN SACHS & CO. LLC

CRD#: 361

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".

MUNIFI, LLC

CRD#: 331613 / SEC#: 801-130488

RIA

Registered Investment Advisory firm - (6/13/2024 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

California
(6/13/2024)

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 65

Date: 4/20/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/10/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/17/2004

General Securities Representative Examination

Current Firm

MUNIFI, LLC

CRD#: 331613 / SEC#: 801-130488

RIA

Registered Investment Advisory firm - (6/13/2024 Approved)

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Contact information

Main Address

555 Pier Avenue Suite C, Hermosa Beach, CA 90254

Mailing Address

Phone number

(310) 729-3421

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- MUNIFI, LLC (5/2/2025)

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 20,000

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 Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MUNIFI, LLC

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

MUNIFI, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/20/2024

Series 66

Date: 9/10/2004

Series 7

Date: 8/17/2004

Current Firm

MUNIFI, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MUNIFI, LLC

TRUST BUT VERIFY

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