Jeremiah Anzelc has been an investment adviser representative at North Bay Wealth Management since June 2025, and is not listed among the firm’s executive officers or direct owners. Jeremiah Anzelc holds a B.S. Business Administration from Sonoma State University.
North Bay Wealth Management is a Petaluma, CA firm with $107M under management, 138 clients and 2 advisers in one office, as of its March 2026 filing.
Jeremiah Anzelc is an Advisor at North Bay Wealth Management. He has more than 13 years of operations experience supporting clients and teams with business intelligence software solutions, and transitioned into wealth management. At the firm, he supports the team in delivering an organized experience for clients.
- North Bay Wealth ManagementCurrent– present · 1 yearPetaluma, CA · Adviser representative · Firm CRD 285523
Investment adviser representative registrations
Jeremiah Anzelc is registered as an investment adviser representative in 2 states. Each was approved in June 2025.
- CaliforniaSince 18 June 2025
- TexasSince 18 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 June 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeremiah Jonathan Anzelc
- CRD
- 8021251
- Firm
- North Bay Wealth Management · CRD 285523
- Office
- 140 2ND STREET, SUITE 310, Petaluma, CA 94952
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- northbaywealth.com
Where does Jeremiah Anzelc work?
Jeremiah Anzelc is an investment adviser representative registered through North Bay Wealth Management since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jeremiah Anzelc a financial advisor?
Yes. Jeremiah Anzelc has a current investment-adviser registration in California and Texas, through North Bay Wealth Management since June 2025.
How many years of experience does Jeremiah Anzelc have?
Jeremiah Anzelc has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Jeremiah Anzelc passed?
Jeremiah Anzelc passed the Series 65 in June 2025.
Where is Jeremiah Anzelc based?
Jeremiah Anzelc’s registered office is in Petaluma, CA.
Is Jeremiah Anzelc registered with FINRA?
No. Jeremiah Anzelc has no current broker registration.
How can I verify Jeremiah Anzelc’s record?
Search CRD 8021251 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremiah Anzelc’s full registration record.
