JEREMY TATE

Jeremy graduated from Utah Valley University with a B.S. in business management/finance. In 2011 Jeremy became an investment advisor with Edward D. Jones. He specialized in goal-based retirement planning and income and distribution planning. He then spent the next 5 years as a senior portfolio manager and partner of the Sierra Pacific Group at Morgan Stanley. He managed portfolios for high net worth and ultra-high net worth clients. Jeremy’s background as an entrepreneur and business owner makes him uniquely qualified to work with business owners and their complex investment needs. His area of focus is with business owners and retirees seeking current income. Jeremy has been a public guest speaker at UCSD for their retirement association on Social Security planning, Medicare, and retirement planning. He currently resides in Newport Beach, CA.