Jeremiah Robert Winters

Employer firm

Founders Grove Wealth Partners, LLC CRD 331352

$532M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2009 → 04/2018
  Wells Fargo Advisors Financial Network Llc
  Richmond, VA
• 04/2018 → 05/2024
  Salomon And Ludwin, Llc
  Richmond, VA
• 05/2024 → Present
  Founders Grove Wealth Partners
  Richmond, VA

Previous Registrations

• 2018-04-10 → 2024-06-25
  Salomon And Ludwin
  Richmond, VA
• 2009-11-20 → 2018-04-04
  Wells Fargo Advisors Financial Network, Llc
  Richmond, VA
• 2007-08-31 → 2009-11-20
  Wells Fargo Clearing Services, Llc
  Richmond, VA
• 2003-06-09 → 2003-10-21
  Equitable Advisors, Llc
  Richmond, VA

Other Businesses

1) Caravel Concepts, LLC; Investment Related; At Reported Business Location; Fintech Financial Planning and Asset Allocation software; Investor; 03/01/2022; 0 hours/month; Duties: solely an investor. Has no active role.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-30

Designations

• Certified Financial Planner

Other Names

• Jeremiah Winters