$8MM AUM | $50,000 GDC in Salt Lake City, UT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Salt Lake City, UT, US
Fee 0% Commission 100%
Gross Revenue
$50,000
# of Accounts
100
Avg Client Age
60
Overview

Jeremy Wood is a Financial Planner, and Accredited Investment Fiduciary® at Legacy Financial Group. As a member of Legacy Financial Group, he is focused on serving professionals, retirees and families by helping them identify financial challenges and design solutions to help them experience more opportunities.
 
Clients choose to work with Jeremy because of his passion and commitment to financial planning. What this means is he takes pride in helping clients take control of the best years of their life...retirement! The real benefit is helping you be better educated, organized and prepared.
 
Jeremy is a Utah native, and a graduate of Utah State University. He enjoys cycling, and skiing and resides in Utah.

Jeremy Wood is an independant agent with Legacy Financial Group. He started out as an insurance producer 5 years ago, and has been focused on investments, and retirement planning the last 4 years. He only recently became a fee-based advisor in 2016, and is looking to build his practice around fee-based AUM. He is looking to buy a practice.

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