Jeremy Michael Wood

Current Employers

Employment History

• 03/2016 → 02/2019
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
• 03/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2019 → 04/2022
  Horan Financial Services
  Baldwinsville, NY
• 01/2020 → Present
  Horan Wealth Management
  Baldwinsville, NY
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-04-15 → 2019-03-25
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
• 2014-11-20 → 2016-04-19
  Equitable Advisors, Llc
  Syracuse, NY
  Syracuse, NY

Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/2019 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE , HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE 2) NAME OF OTHER BUSINESS: HORAN WEALTH MANAGEMENT ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: CREATE, MONITOR, AND SUPPORT CLIENTS' FINANCIAL STRATEGIES; 3) NAME OF OTHER BUSINESS: ASSETMARK TRUST CO.; INVESTMENT RELATED: NO; ADDRESS: 1023 COMMERCE ST, SUITE D, LYNCHBURG, VA 24504; NATURE OF BUSINESS: ADVISORY BOARD; START DATE: 03/2022 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ATTEND & COLLABORATE IN MEETINGS WITH LEADERSHIP TEAMS AND OTHER ADVISORY OPERATIONS PROFESSIONALS;

Exams

• S66 Uniform Combined State Law Examination
  2014-05-27