CoverProfile

Jeremy Fields

Partner

FMB Wealth Management

United States, California, Thousand Oaks

About Me

Jeremy’s (JJ’s) role with FMB Wealth Management and FMB Retirement Services is coordinating the financial needs of high net worth individuals with an emphasis on educating business owners and their employees on the benefits of retirement plans. His disciplined advisory process helps deliver valuable solutions to businesses of all types and sizes. JJ also performs as FMB’s Chief Technology Officer in making sure that the firm’s technology provides an outstanding client experience. JJ’s financial career started with FMB Wealth Management in 2006 while he was in college at the University of San Diego. After receiving his bachelor’s degree in Business Administration he had the opportunity to sta
View more

Profile Information

Partner

FMB Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Thousand Oaks

California

United States

May 15, 2024

More profiles to browse

Profile Photo
Evan Miller
Investment Professional
Profile Photo
Danny Mock
Partner, Chief Investment Officer and Investment Advisor
DF
Debbie Fields
Co-Founder, Owner and Partner
Profile Photo
Grant Blindbury
Partner

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors