Jeremy Alan Walton

Current Employers

Employment History

• 08/2019 → 09/2025
  Portsmouth Ford Used Car Center
  Portsmouth, NH
• 10/2018 → 07/2019
  City Wide Of Boston
  Southborough, MA
• 05/2014 → 07/2018
  Hertz Local Edition
  Woburn, MA
• 10/2025 → Present
  Coastal Wealth Management
  North Andover, MA
• 02/2026 → Present
  Osaic Wealth, Inc.
  North Andover, MA

Other Businesses

1.GENX FINANCIAL LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/22/2025 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: GenX Financial is the LLC that facilitates payroll and benefits for Innovative Financial Group Employees 2.JEREMY WALTON AND MARIE WALTON- RENTAL POSITION: Owner NATURE: Partnership- INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 1 Granite St, Unit 2, Salem MA 01970, United States DESCRIPTION: Managing the property that is located at the same household. We have 2 Rental Properties- 1 Granite St Unit 1 Salem Ma 01970 and 48 Federal St 101 Beverly Ma 01915. 3.COASTAL WEALTH MANAGEMENT POSITION: Registered Assistant/ Director of Operations NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/03/2026 ADDRESS: 820 Turnpike St, Suite 103, North Andover MA 01845, United States DESCRIPTION: Operations and assisting the advisors- preparing documents. 4. COASTAL WEALTH MANAGEMENT POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/09/2026 ADDRESS: 820 Turnpike St, Suite 103, North Andover MA 01845, United States DESCRIPTION: Sales/ Marketing of Securities, investment advisory and insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2026-06-02