JB
Jeremie Berrett
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CRD#: 6402096
JB
Jeremie Berrett
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeremie Berrett, AIF®, who also goes by Jeremie B Berrett, Jeremie Brent Berrett, was a registered financial professional .
Jeremie is a previously registered financial professional and started their career in finance in 2014. Jeremie had worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Aliases
Jeremie B Berrett | Jeremie Brent Berrett
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) Bander Investments- DBA-Bander Wealth Management, Investment related, at reported business location(s), includes the sale of life, disability & Medicare Supplemental health insurance. Sell fixed index annuities. 2) Gradient Annuity Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Advisor - Start Date 05/03/2023 - 10 Hours Per Month/ 10 Hours During Securities Trading -
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
Past
November 13, 2025 - August 4, 2026
ARKADIOS WEALTH ADVISORS
RIA
CRD#: 288863
Idaho Falls, ID
Past
November 13, 2025 - August 4, 2026
ARKADIOS CAPITAL
BD
CRD#: 282710
Idaho Falls, ID
Past
February 7, 2023 - December 3, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
SAN DIEGO, CA
Past
January 13, 2023 - December 3, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
SAN DIEGO, CA
Past
October 6, 2022 - October 10, 2022
HELMSTAR WEALTH MANAGEMENT
RIA
CRD#: 145074
BOISE, ID
Past
August 31, 2020 - January 12, 2021
CETERA ADVISORS LLC
RIA
CRD#: 10299
IDAHO FALLS, ID
Past
August 31, 2020 - January 12, 2021
CETERA ADVISORS LLC
BD
CRD#: 10299
IDAHO FALLS, ID
Past
February 4, 2019 - November 7, 2022
SANCTUARY WEALTH MANAGEMENT, LLC
RIA
CRD#: 148779
POCATELLO, ID
Past
January 8, 2019 - September 9, 2019
KALOS CAPITAL, INC.
BD
CRD#: 44337
Pocatello, ID
Past
January 8, 2015 - January 18, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
IDAHO FALLS, ID
Past
December 3, 2014 - January 18, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
IDAHO FALLS, ID
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
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - (7/17/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - (7/17/2017 Approved)Loading...
Contact information
Main Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Mailing Address
Phone number
(404) 445-0035
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,091 |
| AUM (Assets Under Management) | $ 3,856,398,203 |
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.
