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JG

Jeremy Gove

STONEBRIDGE WEALTH SYSTEMS LLC
KEARNEY, NE 68847
Some features on this profile are disabled
CRD#: 5231794
JG

Professional summary


Jeremy Gove, who also goes by Jeremy Lynn Gove, is a registered financial advisor currently at STONEBRIDGE WEALTH SYSTEMS LLC located in Kearney, Nebraska.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jeremy has worked at 9 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jeremy Lynn Gove

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.
5811 PLANNING AND CONSULTING LLC, INC; INVESTMENT RELATED; 5811 R AVE, KEARNEY, NE 68847; BUSINESS CONSULTING; PRESIDENT; STARTED 09/2018; 10-20 HOURS/MONTH DEVOTED; 0-5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; REVIEW BUSINESS PLANS FOR HUMANITARIAN PROJECTS PROVIDING ADVICE AND PROPOSED CHANGES TO THE PLANS SO THEY CAN SECURE PROJECT FUNDING FROM OUTSIDE SOURCES. STONEBRIDGE INSURANCE AND WEALTH MANAGEMENT; INVESTMENT RELATED; 3800 A AVE, SUITE C, KEARNEY, NE 68847; INSURANCE AGENT; STARTED 08/2019; 20 HOURS/MONTH DEVOTED; ALL HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS .

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jeremy Gove'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

October 13, 2023 - Present

STONEBRIDGE WEALTH SYSTEMS LLC

Office #1: 108 1st Avenue Place, Kearney, NE 68847
RIA
CRD#: 327894
KEARNEY, NE
Past

December 23, 2019 - November 29, 2023

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
KEARNEY, NE
Past

February 23, 2012 - August 26, 2013

FORTITUDE ADVISORY GROUP L.L.C.

RIA
CRD#: 116083
GIG HARBOR, WA
Past

January 25, 2012 - February 23, 2012

SUMMIT ADVISOR SOLUTIONS

RIA
CRD#: 118581
DALLAS, TX
Past

January 9, 2012 - January 24, 2012

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
KEARNEY, NE
Past

February 18, 2011 - December 31, 2011

RP CAPITAL LLC

BD
CRD#: 134768
KEARNEY, NE
Past

February 17, 2011 - December 31, 2011

SCA

RIA
CRD#: 153269
KEARNEY, NE
Past

November 5, 2007 - March 3, 2011

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 124446
SUITE 4, NE
Past

August 9, 2007 - November 5, 2007

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 124446
KEARNEY, NE
Past

December 13, 2006 - March 3, 2011

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
KEARNEY, NE
Past

October 17, 2006 - December 6, 2006

AMERICAN FAMILY SECURITIES, LLC

BD
CRD#: 104433
KEARNEY, NE

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".
SW
STONEBRIDGE WEALTH SYSTEMS LLC
STONEBRIDGE WEALTH SYSTEMS LLC | STONEBRIDGE WEALTH, LLC

CRD#: 327894 / SEC#: 801-128877

RIA
Registered Investment Advisory firm - (10/12/2023 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
Nebraska
(11/29/2023)
IAR
Texas
(10/13/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/20/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/8/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SW
STONEBRIDGE WEALTH SYSTEMS LLC
STONEBRIDGE WEALTH SYSTEMS LLC | STONEBRIDGE WEALTH, LLC

CRD#: 327894 / SEC#: 801-128877

RIA
Registered Investment Advisory firm - (10/12/2023 Approved)
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Contact information


Main Address
108 1st Avenue Place, Kearney, NE 68847
Mailing Address
Phone number
(308) 698-0144
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (7 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (7/2/2025)

Regulatory assets under management


Total Number of Accounts2,152
AUM (Assets Under Management)$ 276,013,268

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


STONEBRIDGE WEALTH SYSTEMS LLC

CRD#: 327894Kearney, NE 68847

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