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Jeremy Zuke

Abundo Wealth

Houston, TX

New York, NY

CRD 7803609

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Employer firm

Abundo Wealth CRD 304612

695 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Abundo Wealth

3217 Montrose Blvd Suite 228, #5, Houston, TX 77006 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-05
  • NY RA
    APPROVED
    Since 2026-01-05

Branch Locations

3217 Montrose Blvd Suite 228, #5, Houston, TX 77006 • United States

New York, NY • 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
Walgreens Chicago IL 04/2013 05/2020
Mdlive Chicago IL 06/2020 07/2022
Evernorth New York NY 08/2022 10/2022
Abundo Wealth New York NY 08/2023 Present
Unemployed New York NY 10/2022 08/2023
  • 04/2013 → 05/2020
    Walgreens
    Chicago, IL
  • 06/2020 → 07/2022
    Mdlive
    Chicago, IL
  • 08/2022 → 10/2022
    Evernorth
    New York, NY
  • 08/2023 → Present
    New York, NY
  • 10/2022 → 08/2023
    Unemployed
    New York, NY
Previous Registrations
  • 2023-08-28 → 2025-12-31
    New York, NY
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-14
  • S65 Uniform Investment Adviser Law Examination
    2023-07-14

View on SEC IAPD

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