Jeremy
Bush

Avantax Advisory Services

CRD#7163562
Investment Advisor
in Greensboro, NC

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About this Advisor

Jeremy Bush is a financial advisor based in Greensboro, North Carolina, working with Avantax Advisory Services. Jeremy has previously held positions at Maestro Wealth Advisors LLC, Cicciones Restaurant, Famous Toastery, A Cleaner World, Avantax Advisory Services, Winston Salem State University, and Ronald Reagan High School. Jeremy has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Jeremy is part of Avantax Advisory Services, which operates out of Greensboro, North Carolina. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

603 Dolley Madison Rd Suite 212
Greensboro, NC 27410

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$41,695,726,722

NC Average: $3,042,739,679
Total Number of Employees

2,478

NC Average: 49
Total Number of Accounts

131,534

NC Average: 2,315
Average Account Size

$316,996

NC Average: $1,314,358

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
  • Educational seminars/workshops
  • Other

Jeremy Bush Work History

2022 - Present (2 years)

Avantax Advisory Services

2019 - Present (5 years)

Maestro Wealth Advisors LLC

2020 - 2022 (2 years)

Winston Salem State University

2019 - 2019 (< 1 year)

Cicciones Restaurant

2018 - 2019 (1 year)

Famous Toastery

2016 - 2017 (1 year)

A Cleaner World

2011 - 2015 (4 years)

Ronald Reagan High School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jeremy Bush to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avantax Advisory Services

Sean Wilhelmy
Danville, CA
Dillon Mccann
Champlin, MN
Aaron Jaenisch
Coppell, TX
Keri Vaught
Midland, TX
Weili Jiang
Coppell, TX
John Oleon
Coppell, TX
Justin Clark
Makawao, HI
Alexis Muro
Lomita, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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