Jeremiah Szpilka has been an investment adviser representative at Global Wealth Management Investment Advisory since April 2026, and is not listed among the firm’s executive officers or direct owners. Jeremiah Szpilka holds a Bachelor of Science of Business Administration from Lynn University.
Global Wealth Management Investment Advisory, Inc. is a Fort Lauderdale, FL firm with $723M under management, 1,667 clients and 10 advisers across 5 offices, as of its March 2026 filing.
Jeremy Szpilka is Wealth Advisor of Global Wealth Management. He has more than 15 years of experience across investment planning, tax strategy, risk management and retirement strategy. Before joining the firm in 2026, he spent time with Merrill Lynch and Ameriprise Financial advising clients on comprehensive financial and retirement planning.
Jeremiah Szpilka’s longest registration was 6 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2016–2023). Before joining Global Wealth Management Investment Advisory in 2026, Jeremiah Szpilka was registered through Sound Income Strategies, LLC and Ameriprise Financial Services, LLC.
- – present · under a yearFort Lauderdale, FL · Adviser representative · Firm CRD 286005
- Sound Income Strategies, LLC– · under a yearBoca Raton, FL · Adviser representative · Firm CRD 173272
- Ameriprise Financial Services, LLC– · under a yearBoca Raton, FL · Adviser representative · Firm CRD 6363
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 6 yearsBoca Raton, FL · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Jeremiah Szpilka is registered as an investment adviser representative in Florida, since April 2026.
- FloridaSince 23 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 January 2016 |
| Series 7 | General Securities Representative Examination | 4 November 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeremiah Todd Szpilka
- CRD
- 5626985
- Firm
- Global Wealth Management Investment Advisory · CRD 286005
- Office
- 1301 EAST BROWARD BLVD, SUITE 200, Fort Lauderdale, FL 33301
- Registration
- Investment adviser registration
- In the industry since
- February 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- askglobalwealth.com
Where does Jeremiah Szpilka work?
Jeremiah Szpilka is an investment adviser representative registered through Global Wealth Management Investment Advisory, Inc. since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jeremiah Szpilka a financial advisor?
Yes. Jeremiah Szpilka has a current investment-adviser registration in Florida, through Global Wealth Management Investment Advisory since April 2026.
How many years of experience does Jeremiah Szpilka have?
Jeremiah Szpilka has 8 years in the financial industry, since February 2018, across 4 adviser firms.
What exams has Jeremiah Szpilka passed?
Jeremiah Szpilka has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2015. FINRA credited Jeremiah Szpilka with the SIE, which began in October 2018.
Where did Jeremiah Szpilka work before Global Wealth Management Investment Advisory?
Before Global Wealth Management Investment Advisory, Jeremiah Szpilka was registered through Sound Income Strategies, LLC, February 2026 to March 2026; Ameriprise Financial Services, LLC, December 2024 to November 2025; Merrill Lynch, Pierce, Fenner & Smith Incorporated, January 2016 to January 2023.
Where is Jeremiah Szpilka based?
Jeremiah Szpilka’s registered office is in Fort Lauderdale, FL.
Is Jeremiah Szpilka registered with FINRA?
No. Jeremiah Szpilka has no current broker registration.
How can I verify Jeremiah Szpilka’s record?
Search CRD 5626985 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremiah Szpilka’s full registration record.
- Lejeana LoveChief Compliance Officer
Christopher ConnessDirector- John ThomasCIO
- Andrew CostaCEO