Jeremie Daniel Mckee

Current Employers

Stonebridge Asset Management Llc

Corona, CA • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-03-13
CA	RA	APPROVED	2017-05-01

TX RA
APPROVED_RES

Since 2018-03-13
CA RA
APPROVED

Since 2017-05-01

Branch Locations

Corona, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Springboard Capital Management, Inc.	Newport Beach	CA	09/2005	03/2018
Stonebridge Asset Management, Llc	Corona	CA	03/2017	Present

09/2005 → 03/2018

Springboard Capital Management, Inc.

Newport Beach, CA
03/2017 → Present

Stonebridge Asset Management, Llc

Corona, CA

Previous Registrations

2006-07-19 → 2018-03-29

Springboard Capital Management, Inc.

California, CA
2008-05-15 → 2008-11-20

Wealth Management, Llc

Newport Beach, CA

Other Businesses

business name: no name, operated solely as Jeremie McKee; not investment related; address: 4455 Leonard Way, Corona, CA 92883, nature of business: insurance/annuity sales; position: insurance agent; duties: sale of insurance/annuity products; approx 8 hours per month allocated/none during trading hours

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-06-16
S63	Uniform Securities Agent State Law Examination	1998-04-20

S66 Uniform Combined State Law Examination

2005-06-16
S63 Uniform Securities Agent State Law Examination

1998-04-20

Other Names

Jeremie Mckee

View on SEC IAPD