Jeremiah McCarthy has been President & Chief Compliance Officer of Wealth Advisors since June 2004, is a control person of the firm and directly owns 75% or more of it. Jeremiah McCarthy holds a Bachelor of Science in Accounting/Finance from the University of Cincinnati.
Wealth Advisors, LLC is a Springboro, OH firm with $202M under management, 272 clients and 3 advisers in one office, as of its February 2026 filing.
Jeremiah McCarthy is Founder and Chief Wealth Strategist of McCarthy Wealth & Tax Advisors. McCarthy is also Founder and President of the firm and manages investments and helps clients build and preserve their wealth.
Jeremiah McCarthy’s longest registration is the current one, 21 years at Wealth Advisors since 2005. Before joining Wealth Advisors in 2005, Jeremiah McCarthy was registered through Esi Financial Advisors and Axa Advisors, LLC.
- – present · 21 yearsSpringboro, OH · Adviser representative · Firm CRD 135875
- Esi Financial Advisors– · 2 yearsSpringboro, OH · Adviser representative · Firm CRD 265
- Axa Advisors, LLC– · under a yearKettering, OH · Adviser representative · Firm CRD 6627
Professional designations
Listed by Wealth Advisors
- CFP®
- CPA/PFS
Investment adviser representative registrations
Jeremiah McCarthy is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2005; the most recent is Texas, in July 2016.
- OhioSince 18 July 2005
- TexasResidentSince 27 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 29 January 2000 |
| Series 7 | General Securities Representative Examination | 13 January 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeremiah Frank McCarthy
- CRD
- 4092080
- Firm
- Wealth Advisors · CRD 135875
- Role
- President & Chief Compliance Officer
- Office
- 115 SOUTH MAIN STREET, Springboro, OH 45066
- Registration
- Investment adviser registration
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mccarthywealth.com
Where does Jeremiah McCarthy work?
Jeremiah McCarthy has been President & Chief Compliance Officer of Wealth Advisors, LLC since June 2004, and is a control person of the firm.
Is Jeremiah McCarthy a financial advisor?
Yes. Jeremiah McCarthy has a current investment-adviser registration in Ohio and Texas, through Wealth Advisors since July 2005.
How many years of experience does Jeremiah McCarthy have?
Jeremiah McCarthy has 23 years in the financial industry, since January 2003, across 3 adviser firms.
What exams has Jeremiah McCarthy passed?
Jeremiah McCarthy has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2000.
Where did Jeremiah McCarthy work before Wealth Advisors?
Before Wealth Advisors, Jeremiah McCarthy was registered through Axa Advisors, LLC, January 2003 to March 2003.
Where is Jeremiah McCarthy based?
Jeremiah McCarthy’s registered office is in Springboro, OH.
Is Jeremiah McCarthy registered with FINRA?
No. Jeremiah McCarthy has no current broker registration.
Is Jeremiah McCarthy a CFP?
Wealth Advisors lists Jeremiah McCarthy with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jeremiah McCarthy’s record?
Search CRD 4092080 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremiah McCarthy’s full registration record.