Advisor at Complete Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Complete Wealth Management, LLC
Location
Valley View, TX
Credentials
CFP®, Series 63, Series 66
Industry experience
25 years
Jeremy David is a CFP® with 25 years of industry experience, currently serving as an advisor at Complete Wealth Management, LLC. He previously worked at J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. from 2015 to 2017. Outside of his advisory role, he is president of an insurance agency and serves as an elder at Midway Church in Aubrey, TX. Complete Wealth Management serves individuals, small businesses, charities, and retirement plans, managing approximately $125 million. The firm uses Modern Portfolio Theory to develop and monitor customized investment portfolios, providing discretionary account management with regular reviews and reporting.
Based on Complete Wealth Management, LLC
Based on Complete Wealth Management, LLC
$0 - $250,000: 1.2% annually $250,000 - $500,000: 1.1% annually $500,000 - $1,000,000: 1.00% annually $1,000,000+: Negotiable
Insurance product sales commissions received by IARs
Financial planning hourly fee of $200, negotiable
Account minimum: $250,000 Fee-only: Hourly financial planning fee of $200/hour, negotiable
Valley View, TX
Texas
2J Residential Holdings, LLC
2017 - Present (9 years)
Complete Wealth Management
2017 - Present (9 years)
J.W. Cole Financial, Inc.
2015 - 2017 (2 years)
J.W. Cole Advisors, Inc.
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
CFP®, Series 66
Gainesville, TX
Cates FP, Cates Tax Advisory
Series 63
Lake Kiowa, TX
Taylor Stephens, Inc.
CFP®, Series 63, Series 66
Valley View, TX
Complete Wealth Management, LLC
Series 63, Series 65
Sanger, TX
Independent Wealth Network, Inc.
Series 65
Sanger, TX
Independent Wealth Network, Inc.
Series 66
Sanger, TX
Independent Wealth Network, Inc.
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