Jeremy
Beck
Commonwealth Financial Network
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About this Advisor
Jeremy Beck is a financial advisor operating out of Depew, New York with 2 years of relevant experience. Beck is an advisor for Commonwealth Financial Network. Beck has gained experience at Wells Fargo Advisors Financial Network LLC, Commonwealth Financial Network and Custom Wealth Strategies. Beck holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Commonwealth Financial Network is a registered investment company based out of Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 employees. It oversees $146 billion in total assets between its 585,629 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets. Commonwealth Financial Network offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees typically vary depending on the type of services. However, fee types charged by Commonwealth Financial Network likely consist of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeremy Beck Work History
Jeremy has been registered as a financial advisor for 2 years.*
Commonwealth Financial Network
Custom Wealth Strategies
Wells Fargo Advisors Financial Network LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy Beck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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