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Jeremiah Franklin Bates

TREE CITY ADVISORS, LLC·BOISE, Idaho
SIE, Series 6, Series 63, Series 65Clean record9 years registeredTREE CITY ADVISORS, LLC
1673 W SHORELINE DR., BOISE, ID 83702CRD# 6639537Firm CRD# 264795

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremiah Franklin Bates · BOISE, ID
Registration
CRD #6639537 · TREE CITY ADVISORS, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

APOLLON WEALTH MANAGEMENT, LLC
Nov 2022 – present
TREE CITY ADVISORS, LLC
Jun 2017 – Dec 2022
BOISE, ID
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · June 16, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TREE CITY ADVISORS, LLC
CRD 264795 · SEC 801-118124
AUM
$188M
Regulatory assets under management
Employees
8
969 client accounts
Services offered by TREE CITY ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at TREE CITY ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Jeremiah Franklin Bates offer?
Jeremiah Franklin Bates specializes in Financial Planning, Investment Management. Contact their office in BOISE, Idaho for a consultation.
What are Jeremiah Franklin Bates's credentials?
Jeremiah Franklin Bates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremiah Franklin Bates located?
Jeremiah Franklin Bates is based in BOISE, Idaho, working with TREE CITY ADVISORS, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.
How does Jeremiah Franklin Bates charge for services?
Jeremiah Franklin Bates's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TREE CITY ADVISORS, LLC?
TREE CITY ADVISORS, LLC has approximately 8 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TREE CITY ADVISORS, LLC

Alexandra Gundrada Lundgren
BOISE, ID
Brian James Wiley
BOISE, ID

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