Advisor at Keyes, Stange & Wooten Wealth Management, LLC
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Firm
Keyes, Stange & Wooten Wealth Management, LLC
Location
Daytona Beach, FL 32114
Credentials
CFP®, Series 65
Industry experience
3 years
Jeremiah Cronin is a CFP® professional at Keyes, Stange & Wooten Wealth Management, LLC with three years of industry experience. He previously worked at Holland Financial, Inc., Holland Advisory Services, Inc., Embry-Riddle Aeronautical University, and Bank of America. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries, individuals, corporations, trusts, and other entities by providing nondiscretionary investment advice to ERISA-covered plans and discretionary and non-discretionary portfolio management and financial planning to non-plan clients. The firm combines investment advisory services with affiliated accounting and tax capabilities through shared ownership with a CPA firm.
Based on Keyes, Stange & Wooten Wealth Management, LLC
Maximum annual advisory fee is 1.00%
1825 Business Park Blvd., Suite E
Daytona Beach, FL 32114
Florida
Keyes Stange & Wooten Wealth Management, LLC
2023 - Present (3 years)
Holland Financial, Inc.
2021 - 2023 (2 years)
Holland Advisory Services, Inc.
2021 - 2023 (2 years)
Embry-Riddle Aeronautical University
2021 - 2021 (1 year)
Bank of America
2018 - 2021 (3 years)
Unemployed
2017 - 2018 (1 year)
Publix Supermarkets
2011 - 2017 (6 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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