Before joining Cascadia Wealth Management, Jeremy served as a Financial Advisor with Waddell & Reed in the Portland area, focusing primarily on Financial Planning and investment management. Prior to completing his licensing to serve as a Financial Advisor, he worked for Bank of America in Retail Branch Operations.
Jeremiah holds Series 7 & 66 securities registrations, along with Life & Health Insurance licenses in multiple states.
Personally, Jeremy lives in Oregon City with his wife, Courtney, and their three children. When Jeremy is not serving clients – he is an avid golfer, aspiring photographer, artist, and woodworker. Jeremy is a firm believer in teaching financial health and financial literacy.
Jeremy offers investment advisory services through Cascadia Advisory Services, LLC. Brokerage services are offered through Cetera Advisors LLC, member FINRA/SIPC. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC.