Jeremiah Wassmer has been an investment adviser representative at Destiny Wealth Partners since April 2023, and is not listed among the firm’s executive officers or direct owners. Jeremiah Wassmer holds a Bachelor of Arts in Marketing and Finance from Benedictine College.
Destiny Wealth Partners, LLC is a Tavares, FL firm with $947M under management, 939 clients and 11 advisers across 5 offices, as of its June 2026 filing.
Jeremy Wassmer is a Wealth Advisor of Destiny Wealth Partners. He began his career in financial services in 2011 at his father's advisory firm in Kansas City, focusing on retirement planning. In 2023 he joined Destiny Wealth Partners and Destiny Family Office, where he works alongside Tom Ruggie to serve UHNW clients.
Jeremiah Wassmer’s longest registration was 3 years at Ae Wealth Management, LLC (2019–2023). Before joining Destiny Wealth Partners in 2023, Jeremiah Wassmer was registered through Ae Wealth Management, LLC and Lewer Financial Advisors, LLC.
- Destiny Family OfficeAlso current– present · under a yearTavares, FL · Adviser representative · Firm CRD 338015
- Ae Wealth Management, LLC– · 3 yearsWinter Garden, FL · Adviser representative · Firm CRD 282580
- Lewer Financial Advisors, LLC– · 1 yearKansas City, MO · Adviser representative · Firm CRD 165381
Professional designations
Listed by Destiny Wealth Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jeremiah Wassmer is registered as an investment adviser representative in Florida, since April 2023.
- FloridaSince 30 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 24 October 2018 |
| Series 7 | General Securities Representative Examination | 23 October 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 December 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeremiah Elijah Wassmer
- CRD
- 6651904
- Firm
- Destiny Wealth Partners · CRD 171346
- Registration
- Investment adviser registration
- In the industry since
- July 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- destinywealth.com
Where does Jeremiah Wassmer work?
Jeremiah Wassmer is an investment adviser representative registered through Destiny Wealth Partners, LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jeremiah Wassmer a financial advisor?
Yes. Jeremiah Wassmer has a current investment-adviser registration in Florida, through Destiny Wealth Partners since April 2023.
How many years of experience does Jeremiah Wassmer have?
Jeremiah Wassmer has 9 years in the financial industry, since July 2017, across 4 adviser firms.
What exams has Jeremiah Wassmer passed?
Jeremiah Wassmer has passed 3 licensing exams: the Series 65, Series 7 and SIE. The earliest, the Series 65, was passed in December 2014.
Where did Jeremiah Wassmer work before Destiny Wealth Partners?
Before Destiny Wealth Partners, Jeremiah Wassmer was registered through Ae Wealth Management, LLC, April 2019 to March 2023; Lewer Financial Advisors, LLC, May 2016 to October 2017.
Is Jeremiah Wassmer registered with FINRA?
No. Jeremiah Wassmer has no current broker registration.
Is Jeremiah Wassmer a CFP?
Destiny Wealth Partners lists Jeremiah Wassmer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jeremiah Wassmer’s record?
Search CRD 6651904 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremiah Wassmer’s full registration record.
