Unclaimed Profile

Jeremy Dana Fletcher

ASSET DEDICATION, LLC·SAN FRANCISCO, California

Series 6, Series 63Clean record16 years registeredASSET DEDICATION, LLC

220 MONTGOMERY STREET, SAN FRANCISCO, CA 94104-3475CRD# 2202134Firm CRD# 151988

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeremy Dana Fletcher · SAN FRANCISCO, CA

Registration

CRD #2202134 · ASSET DEDICATION, LLC · 16 years registered

Brand Profile

Not yet started

Career History

ASSET DEDICATION, LLC

Apr 2022 – present

ASSET DEDICATION, LLC

May 2011 – Dec 2021

SAN FRANCISCO, CA

ASSET DEDICATION, LLC

May 2010 – Dec 2010

MILL VALLEY, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · May 11, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSET DEDICATION, LLC

CRD 151988 · SEC 801-71892

AUM

$2.5B

Regulatory assets under management

Employees

6,692 client accounts

Services offered by ASSET DEDICATION, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ASSET DEDICATION, LLC →

Introduction

Speak with Jeremy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeremy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeremy Dana Fletcher offer?

Jeremy Dana Fletcher specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are Jeremy Dana Fletcher's credentials?

Jeremy Dana Fletcher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeremy Dana Fletcher located?

Jeremy Dana Fletcher is based in SAN FRANCISCO, California, working with ASSET DEDICATION, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Jeremy Dana Fletcher charge for services?

Jeremy Dana Fletcher's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSET DEDICATION, LLC?

ASSET DEDICATION, LLC has approximately 7 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →