Jeremy established JP Wealth Advisors in September 2018. He has 28 years of experience in financial services and more than 23 years of expertise in educating and assisting individuals with their financial and retirement goals. Jeremy focuses on the core values of money management, but also provides financial planning, tax planning, and insurance needs analysis.
Jeremy is a lifelong resident of Mason City and a graduate of Buena Vista University with a degree in banking and finance. He is married and has three children, with whom he loves doing anything outdoors together as a family.
Jeremy holds his FINRA Series 7, 63, and 65 securities registrations and insurance licenses.