Jeremy Wilmes

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 05/2019
  Allstate Insurance Co
  Kihei, HI
• 05/2011 → 12/2019
  Massmutual
  Bellevue, WA
• 01/2020 → 11/2020
  The Prudential Insurance Company Of America
  Bellevue, WA
• 03/2002 → 11/2021
  Equitable Advisors Llc
  New York, NY
• 01/2022 → 10/2022
  Crump Life Insurance Services (Truist)
  Charlotte, NC
• 01/2022 → 10/2022
  P.J. Robb Variable Corp.
  Dundedin, FL
• 10/2022 → 12/2024
  Cetera Adviser Networks Llc
  El Segundo, CA
• 01/2005 → Present
  Captain
  Dunedin, FL
• 03/2023 → 12/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2024 → 08/2025
  Edward Jones
  St. Louis, MO
• 11/2020 → 01/2022
  Self Employed
  Tampa, FL
• 08/2025 → Present
  Osaic Wealth Inc
  Palm Beach Gardens, FL

Previous Registrations

• 2024-12-09 → 2025-08-07
  Edward Jones
  Palm Beach Gardens, FL
• 2023-05-03 → 2024-12-12
  Cetera Investment Advisers Llc
  Dundedin, FL
  Jupiter, FL
  El Segundo, CA
• 2022-11-30 → 2023-06-29
  Cetera Wealth Services, Llc
  Dundedin, FL
  El Segundo, CA
  Dunedin, FL
  Jupiter, FL
• 2020-11-30 → 2021-11-11
  Equitable Advisors, Llc
  Tampa, FL
  Orlando, FL
  Woodinville, WA
• 2020-01-15 → 2020-11-29
  Pruco Securities, Llc.
  Mercer Island, WA
• 2013-12-05 → 2019-05-31
  Allstate Financial Advisors, Llc
  Kihei, HI
  Wailuku, HI
  Northbrook, IL
  Jacksonville, FL
  Bothell, WA
• 2011-03-02 → 2013-11-12
  Bancwest Investment Services, Inc.
  Kahului, HI
  Lahaina, HI
  Lahaina, HI
  Kihei, HI
  Wailuku, HI
  Pukalani, HI
  Wailea, HI
  Lanai City, HI
• 2008-11-10 → 2011-02-11
  Eagle Strategies Llc
  Kihei, HI
  Wailuku, HI
• 2006-11-20 → 2007-11-01
  Paulson Investment Company Llc
  Wailuku, HI
• 2006-03-31 → 2006-10-31
  On Investment Management Co
  Kihei, HI
  Cincinnati, OH
• 2003-05-15 → 2004-01-05
  Paulson Investment Company Llc
  Portland, OR
• 2002-07-03 → 2003-02-06
  Equitable Advisors, Llc
  Portland, OR

Other Businesses

1. Contract PADI SCUBA Instructor/ USCG 100t Boat Captain Type of business: Recreation Jupiter, FL Start date: 6/1/2005 Sole Proprietor Hours per week: 5 Hours during trading: 0 Maintain licenses and undertake contract work from time to time to meet minimum requirements. Operate vessels of less than 100 tons for compensation, teach SCUBA certification for compensation 2. Rhode Island Marine Archaeology Project (RIMAP) POSITION: Board member, Volunteer diver and boat captain NATURE: 501c non-profit organization. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/12/2017 ADDRESS: PO Box 1492, Newport RI 02840 DESCRIPTION: Volunteer diver and boat captain during field work season (usually one week in August/September) to locate, document, identify and preserve historical shipwrecks in NE waters. Voting board member for maritime engagements and activities. Do not handle money or the business side of the organization. 3. ENDEAVOUR WEALTH MANAGEMENT & PROTECTION, PLLC POSITION: Manager NATURE: PLLC, is a dba for my activities with Osaic INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2025 ADDRESS: 3801 PGA Blvd. Suite 600, Palm Beach Gardens FL 33410 DESCRIPTION: This is a DBA created for my securities and insurance activities with Osaic. I will be conducting all trading and client-related activities under this business name. 4. ENDEAVOUR WMP POSITION: Manager NATURE: PLLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2025 ADDRESS: 3801 PGA Blvd. Suite 600, Palm Beach Gardens FL 33410 DESCRIPTION: Fixed insurance sales. Home/auto/life/disability. 6. CAPTAIN JEREMY WILMES POSITION: Boat Captain - Diver NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 166 W Thatch Palm Cir, Jupiter FL 33458 DESCRIPTION: Operate vessels, provide training and vessel transport as a USCG 100 Merchant Mariner. SCUBA instructor/ diver/ salvage diver for contract. 7. NOURISHING FOOD FOR THOUGHT POSITION: Board Member NATURE: 501c3 non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2025 ADDRESS: 18591 131st Trl N, Jupiter FL 33478, United States DESCRIPTION: Plan events with the board of directors 8. CLARITY OVER COMPLEXITY- BOOK AUTHOR POSITION: author NATURE: Sole proprietorship. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2026 ADDRESS: 166 W Thatch Palm Cir, Jupiter FL 33458-7176, United States DESCRIPTION: I've written a book Clarity Over Complexity, Navigating Financial Planning with Confidence for publishing. There's no requirements to work other than managing sales venues. This is a guide to consider and prioritize financial planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-25
• S63 Uniform Securities Agent State Law Examination
  1999-10-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jeremy Lee Wilmes