Jeremiah Jonathan Anzelc

Employer firm

North Bay Wealth Management CRD 285523

$107M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2011 → 08/2024
  Restaurant365
  Irvine, CA
• 09/2024 → Present
  North Bay Wealth Management
  Petaluma, CA
• 12/2024 → Present
  North Bay Wealth Management
  Petaluma, CA

Other Businesses

I do restaurant software consulting, where if there are issues or questions with data seen in the software, I help them identify why, or reach out to the software company on their behalf. I also help with getting things in the software set up, like inventory, recipes, invoicing.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-18