Jeremy Jordan Love Shamblen

Employer firm

Smart Wealth, LLC CRD 315496

$686M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 01/2024 → 04/2024
  Pinnacle Bank
  Elkhorn, NE
• 03/2021 → 11/2023
  Ames Golf And Country Club
  Ames, IA
• 05/2016 → 01/2021
  Council Bluffs Country Club
  Council Bluffs, IA
• 02/2021 → Present
  Council Bluffs Country Club
  Council Bluffs, IA
• 04/2024 → Present
  Charles Schwab & Co., Inc.
  Omaha, NE
• 12/2025 → Present
  Retire Smart
  Omaha, NE
• 12/2025 → Present
  Smart Wealth
  Omaha, NE
• 09/2015 → 05/2018
  Full Time Student
  Council Bluffs, IA

Previous Registrations

• 2025-05-15 → 2025-12-10
  Charles Schwab & Co., Inc.
  Omaha, NE

Other Businesses

1) Council Bluffs Country Club|Investment Related: No|4500 Piute Street, Council Bluffs, Iowa, 51501, US|Sports/Physical Recreation|Assistant Golf Professional|3/1/2024|20-40 hour/month - 0 during trading hours|Assist members with check in process.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-09
• S63 Uniform Securities Agent State Law Examination
  2024-08-22

Other Names

• Jeremy Jordan Love-Shamblen