Jeremy Jon Willner

Current Employers

Employment History

• 09/2014 → 01/2018
  Voya Financial Advisors
  Paynesville, MN
• 01/2018 → Present
  Cwm, Llc
  Omaha, NE
• 01/2018 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2022 → 11/2024
  Mag Wealth Management, Llc
  Paynesville, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2024 → Present
  Hrx Holdings, Inc
  Paynesville, MN

Previous Registrations

• 2014-01-30 → 2018-01-29
  Voya Financial Advisors, Inc.
  Brooklyn Park, MN
  Paynesville, MN
  Willmar, MN
  Paynesville, MN
  Paynesville, MN
  Brooklyn Park, MN

Other Businesses

1.NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 01/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND LONG TERM CARE 3. NAME OF OTHER BUSINESS: MAG INSURANCE AGENCY, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2009 POSITION/TITLE/RELATIONSHIP: CEO / PRESIDENT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: CEO / PRESIDENT 4. NAME OF OTHER BUSINESS: JEREMY & JANENE WILLNER OWNERSHIP INVESTMENT RELATED: NO ADDRESS: PAYNESVILLE, MN NATURE OF BUSINESS: PROPERTY RENTAL START DATE: 10/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: LANDLORD 5. NAME OF OTHER BUSINESS: MAG TAX AND ACCOUNTING, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND ACCOUNTING; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: CEO/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MANAGE AND OVERSEE BUSINESS AND EMPLOYEES; 6. NAME OF OTHER BUSINESS: PAYNESVILLE AREA COMMUNITY FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: PAYNESVILLE, MN 56362; NATURE OF BUSINESS: NON PROFIT; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD AND COMMITTEE MEETINGS; 7. NAME OF OTHER BUSINESS: MAG HOLDING COMPANY, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY FOR BUSINESSES; 8. NAME OF OTHER BUSINESS: HRX HOLDINGS, INC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 07/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: USED FOR EXPENSE PURPOSES; 7. NAME OF OTHER BUSINESS: CARSON WEALTH; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START: 10/2024, TITLE: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, DUTIES: DBA FOR FINANCIAL SERVICES & SALE & SERVICE OF FIXED INSURANCE;

Exams

• S66 Uniform Combined State Law Examination
  1996-11-29