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JZ

Jeremy P. Ziemba

SPIRE WEALTH MANAGEMENT
Clintondale, NY
CRD#: 7422766
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JZ
Jeremy Paul ZiembaSPIRE WEALTH MANAGEMENT

Professional summary

Jeremy Paul Ziemba is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Clintondale, New York and SPIRE SECURITIES, LLC located in Mclean, Virginia.

Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Jeremy has worked at 2 firms and has passed the Series 65, Series 7TO and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Paul Ziemba'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

January 21, 2026 - Present

SPIRE WEALTH MANAGEMENT, LLC

RIA
CRD#: 113908
Clintondale, NY
Current

February 24, 2022 - Present

SPIRE SECURITIES, LLC

Office #1: 7901 Jones Branch Dr. Suite 810, Mclean, VA 22102
BD
CRD#: 144131
Mclean, VA

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
SPIRE WEALTH MANAGEMENT, LLC
LEGACY ADVISORS, LLC | SPIRE WEALTH MANAGEMENT, LLC

CRD#: 113908 / SEC#: 801-60468

RIA
Registered Investment Advisory firm - (8/17/2001 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
New York
(1/21/2026)
IAR
Virginia
(1/21/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/20/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/24/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/9/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

SW
SPIRE WEALTH MANAGEMENT, LLC
LEGACY ADVISORS, LLC | SPIRE WEALTH MANAGEMENT, LLC

CRD#: 113908 / SEC#: 801-60468

RIA
Registered Investment Advisory firm - (8/17/2001 Approved)
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Contact information

Main Address
7901 Jones Branch Dr. Suite 810, Mclean, VA 22102
Mailing Address
7901 Jones Branch Drive Suite 800, Mclean, VA 22102
Phone number
(703) 657-6060
Established
Firm type
Fiscal year end
# of Employees
165

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 SPIRE WEALTH MANAGEMENT ADV 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts15,808
AUM (Assets Under Management)$ 4,617,171,037

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

SPIRE WEALTH MANAGEMENT, LLC

CRD#: 113908Clintondale, NY

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