Jeremy Schwab

from Sugar Maple Asset Management, LLC
SEC regulated
Regulated Investment Advisor
Jeremy Schwab is a financial advisor based in Wisconsin, Sister Bay, with 14 years of experience. Jeremy currently works for Sugar Maple Asset Management, LLC. Jeremy maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeremy Schwab works at Sugar Maple Asset Management, LLC
Sugar Maple Asset Management, LLC is a financial advisory firm based in Sister Bay, Wisconsin. It currently has approximately $191,600,000 of assets under management and employs about 3 people. Sugar Maple Asset Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
2580 S Bay Shore Drive, Suite C, Sister Bay, Wisconsin, 54234

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