Jeremy M. Palensky
AVIOR WEALTH MANAGEMENT | Financial Advisor
LA VISTA, NE 68128
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CRD#: 5288179
Professional summary
Jeremy Michael Palensky, AIF® is a registered financial advisor currently at AVIOR WEALTH MANAGEMENT, LLC located in La Vista, Nebraska.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jeremy has worked at 7 firms and has passed the Series 66, SIE and Series 7 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) Name of Business: First Investments and Planning Address: 2008 Pratt Ave, Bellevue, NE, 68123, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/02/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Advisor (2) Name of Business: First National Bank of Omaha Address: 2008 Pratt Ave, Bellevue, NE, 68123, United States Activity Type: Bank or Credit Union Associate Position/Title: Other, Associate/Employee Investment Related: Yes Start Date: 10/17/2016 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor 3) the name of the other business; JerPal Sports Cards & Collectibles, LLC whether the business is investment-related; No the address of the other business; 1517 Bellevue Blvd N, Bellevue, NE 68005 the nature of the other business; Buy & Sell Sports cards your position; Owner title, or relationship with the other business; the start date of your relationship; 01/01/2025 the approximate number of hours/month you devote to the other business; 20hrs per month the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; I buy, grade, & sell sports cards. 4) the name of the other business; Palensky Properties, LLC whether the business is investment-related; No the address of the other business; 1517 Bellevue Blvd N the nature of the other business; AirBnb your position; Owner title, or relationship with the other business; the start date of your relationship; 12/20/2025 the approximate number of hours/month you devote to the other business; 5 hours per month. the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Not much at all. We will have a management company taking care of it.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Michael Palensky's 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®
Experience
Current
May 8, 2024 - Present
AVIOR WEALTH MANAGEMENT, LLC
Office #1: 12110 Port Grace Blvd, Suite 100, La Vista, NE 68128RIA
CRD#: 148674
LA VISTA, NE
Past
October 24, 2016 - May 1, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Bellevue, NE
Past
October 19, 2016 - May 1, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
BELLEVUE, NE
Past
May 10, 2016 - October 26, 2016
BANCWEST INVESTMENT SERVICES, INC.
RIA
CRD#: 29357
OMAHA, NE
Past
April 28, 2016 - October 26, 2016
BANCWEST INVESTMENT SERVICES, INC.
BD
CRD#: 29357
OMAHA, NE
Past
February 5, 2015 - May 9, 2016
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
OMAHA, NE
Past
August 28, 2014 - December 9, 2014
EDWARD JONES
RIA
CRD#: 250
LA VISTA, NE
Past
August 27, 2014 - December 9, 2014
EDWARD JONES
BD
CRD#: 250
LA VISTA, NE
Past
June 11, 2014 - August 21, 2014
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
OMAHA, NE
Past
June 10, 2014 - August 21, 2014
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
OMAHA, NE
Past
November 7, 2011 - May 9, 2014
EDWARD JONES
RIA
CRD#: 250
LEXINGTON, NE
Past
July 29, 2011 - May 9, 2014
EDWARD JONES
BD
CRD#: 250
LEXINGTON, 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".
AW
AVIOR WEALTH MANAGEMENT, LLC
AGATE ASSET MANAGEMENT, LLC | VERDANT WEALTH MANAGEMENT | VERDANT GROUP, LLC | SC FINANCIAL SERVICES | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | NELSON - VAN DENBURG & ASSOCIATES, LLC | NELSON - VAN DENBURG & ASSOCIATES | LIFESTAGE WEALTH MANAGEMENT | CORPUS CAPITAL MANAGEMENT | AVIOR WEALTH MANAGEMENT, LLC
CRD#: 148674 / SEC#: 801-69773
RIA
Registered Investment Advisory firm - (12/4/2008 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(5/8/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
AVIOR WEALTH MANAGEMENT, LLC
AGATE ASSET MANAGEMENT, LLC | VERDANT WEALTH MANAGEMENT | VERDANT GROUP, LLC | SC FINANCIAL SERVICES | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | NELSON - VAN DENBURG & ASSOCIATES, LLC | NELSON - VAN DENBURG & ASSOCIATES | LIFESTAGE WEALTH MANAGEMENT | CORPUS CAPITAL MANAGEMENT | AVIOR WEALTH MANAGEMENT, LLC
CRD#: 148674 / SEC#: 801-69773
RIA
Registered Investment Advisory firm - (12/4/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14301 First National Bank Parkway Suite 410, Omaha, NE 68154
Mailing Address
Phone number
(402) 218-4064
Established
Firm type
Fiscal year end
# of Employees
201
SEC notice filing (42 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,385 |
| AUM (Assets Under Management) | $ 5,083,670,234 |
Red Flags
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Company Information
AVIOR WEALTH MANAGEMENT, LLC
Financial AdvisorCRD#: 148674La Vista, NE 68128TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
