Jeremy Aleman
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.
Jeremy Aleman was a registered financial professional .
Jeremy is a previously registered financial professional and started their career in finance in 2024. Jeremy had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 14, 2024 - December 23, 2024
CAPITAL WEALTH, LLC
January 29, 2024 - May 13, 2024
TETON WEALTH GROUP LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Current Firm
CAPITAL WEALTH, LLC
CRD#: 289574 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 542 |
| AUM (Assets Under Management) | $ 57,455,527 |
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.
