"
True wealth isn't just about money, it's about creating a life full of meaning and security. Let's build your legacy together.
Biography

I was born and raised in Jacksonville. Before joining the world of finance, I began my career in telecommunications with AT&T, spending twelve years in various roles and states in the southeast. I have always had a passion for finances, often finding myself being asked monetary-related questions while in the field.

As a CERTIFIED FINANCIAL PLANNER, I am proud to hold our industry's highest certification. I also have a Bachelor's in Business Administration and Finance which was put to use while running a small real estate company.

I moved back to Florida to begin a career in finance with Fidelity Investments. From working in a trading team to workplace benefits, I sought out roles that would build the knowledge my future clients need. In my last role with Fidelity, I was an Executive Service advisor for two S&P 500 companies, helping to manage over 1000 households with 1.2 billion in assets.

Outside of work, I enjoy spending time with my family, visiting national parks, restoring my classic Jeep Gladiator, taking on house remodeling projects and gardening.

I believe my diverse professional background, spanning 20 years in both blue and white collar fields, and as a business owner allows me to help clients in any walk of life.

Check out some of my videos below and schedule an introductory call to see if we would be a good fit.

Ready to Connect?

Schedule Time with Jeremy.

A 15-minute call is all it takes to get real clarity. No obligation, no sales pitch, just an honest conversation with a fiduciary who's legally required to put you first.

Book a Free Call (904) 371-2656
Free · No obligation · In person or virtual
Important Disclosures

BASE WEALTH MANAGEMENT is an SEC-registered investment adviser and offers advisory services in jurisdictions where it is properly registered, notice-filed, or otherwise exempt from registration requirements. Base Wealth Management renders individualized responses to persons in a particular state only after complying with applicable SEC and state regulatory requirements or pursuant to an applicable exemption or exclusion. Registration with the SEC does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk, including the potential loss of principal. Past performance is not indicative of future results, and there can be no assurance that any investment strategy will be successful. There is no guarantee that any portfolio will achieve its investment objectives or outperform any benchmark or index.

Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.

This material is provided for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. It does not constitute tax or legal advice. References to market indices are for context only. Consult a qualified financial professional before making any financial decisions.

BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.

BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current and prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis. A copy of our current ADV Part 2 Brochure is available at adviserinfo.sec.gov.

The Retirement Reality Check is an educational tool intended to help individuals identify areas that may warrant further planning discussion. It is not a financial plan, investment recommendation, or guarantee of retirement readiness.

Statistics cited on this page are drawn from third-party research and are provided for general educational context only. Individual circumstances will vary. 1,2,5 Employee Benefit Research Institute (EBRI), 2023 Retirement Confidence Survey. ebri.org. 3 Federal Reserve, Report on the Economic Well-Being of U.S. Households (2023). federalreserve.gov. 4 Federal Reserve, Survey of Consumer Finances (2022). 5 Vanguard, How America Saves (2023); National Institute on Retirement Security, Retirement Insecurity 2024.

 ·   ·   ·  regarding Compliance & Regulatory information.