
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
Profile Information
Partner
FMB Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Thousand Oaks
California
United States
May 15, 2024
Keylinks
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