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Jeremy Daniel Wagner

Emergent Wealth Advisors, LLC

Franklin, TN

Williamsville, NY

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Current Employers
Emergent Wealth Advisors, Llc

5500 Main Street, Suite 260, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-04-07
NY RA APPROVED 2023-07-31
  • TN RA
    APPROVED
    Since 2026-04-07
  • NY RA
    APPROVED
    Since 2023-07-31

Branch Locations

2550 Meridian Blvd. Suite 200, Franklin, TN 37067 • United States

5500 Main Street, Suite 260, Williamsville, NY 14221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Pittsburgh PA 10/2018 05/2023
Nvr Mortgage Pittsburgh PA 08/2018 09/2018
Full Time Student Erie PA 08/2010 05/2018
Wells Fargo Clearing Services, Llc Pittsburgh PA 03/2021 05/2023
Wells Fargo Clearing Services, Llc Pittsburgh PA 09/2021 05/2023
Emergent Wealth Advisors Williamsville NY 07/2023 Present
Sole Proprietor Williamsville NY 05/2023 Present
Previous Registrations
Other Businesses

Sole Proprietor; Yes; Williamsville, NY; Insurance; Insurance Agent; 05/2023; 5/ MO; 0/ MO

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-10
  • S66 Uniform Combined State Law Examination
    2021-09-10
Other Names
  • Jeremy Wagner

View on SEC IAPD

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SAGESPRING WEALTH PARTNERS · Franklin, TN
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LPL FINANCIAL LLC · FRANKLIN, TN
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ONEDIGITAL · Franklin, TN
ONEDIGITAL · FRANKLIN, TN
EDWARD JONES · FRANKLIN, TN
EFINANCIAL ALLIANCE, LLC · FRANKLIN, TN

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