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Jeremy Jordan Love Shamblen

Smart Wealth, LLC

Omaha, NE

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Current Employers
Smart Wealth, Llc

13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-12-23
  • NE RA
    APPROVED
    Since 2025-12-23

Branch Locations

13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • 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
Pinnacle Bank Elkhorn NE 01/2024 04/2024
Ames Golf And Country Club Ames IA 03/2021 11/2023
Council Bluffs Country Club Council Bluffs IA 05/2016 01/2021
Council Bluffs Country Club Council Bluffs IA 02/2021 Present
Charles Schwab & Co., Inc. Omaha NE 04/2024 Present
Retire Smart Omaha NE 12/2025 Present
Smart Wealth Omaha NE 12/2025 Present
Full Time Student Council Bluffs IA 09/2015 05/2018
  • 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
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
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-09
S63 Uniform Securities Agent State Law Examination 2024-08-22
  • 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

View on SEC IAPD

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PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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