Unclaimed Profile

Jeremy Dee Witbeck

POLARIS WEALTH ADVISORY GROUP, LLC·SAN RAFAEL, California

Series 6513 years registeredPOLARIS WEALTH ADVISORY GROUP, LLC

824 E ST., SAN RAFAEL, CA 94901CRD# 6134040Firm CRD# 158718

Profile Verification

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

Identity

Jeremy Dee Witbeck · SAN RAFAEL, CA

Registration

CRD #6134040 · POLARIS WEALTH ADVISORY GROUP, LLC · 13 years registered

Brand Profile

Not yet started

Career History

RWA WEALTH PARTNERS

Nov 2023 – present

POLARIS WEALTH ADVISORY GROUP

Mar 2014 – Dec 2023

Dallas, TX

GOULD ASSET MANAGEMENT LLC

Jan 2013 – Mar 2014

CLAREMONT, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 4, 2013

Years registered · 13

Disclosure History

2018Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

POLARIS WEALTH ADVISORY GROUP, LLC

CRD 158718 · SEC 801-72654

AUM

$1.5B

Regulatory assets under management

Employees

4,317 client accounts

Services offered by POLARIS WEALTH ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at POLARIS WEALTH ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jeremy Dee Witbeck offer?

Jeremy Dee Witbeck specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN RAFAEL, California for a consultation.

What are Jeremy Dee Witbeck's credentials?

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

Where is Jeremy Dee Witbeck located?

Jeremy Dee Witbeck is based in SAN RAFAEL, California, working with POLARIS WEALTH ADVISORY GROUP, LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.

How does Jeremy Dee Witbeck charge for services?

Jeremy Dee Witbeck'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 POLARIS WEALTH ADVISORY GROUP, LLC?

POLARIS WEALTH ADVISORY GROUP, LLC has approximately 36 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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