Jeremy Brandt has been Managing Partner of SkyOak Wealth since December 2018, is a control person of the firm and directly owns under 5% of it.
Skyoak Wealth LLC is a Southfield, MI firm with $693M under management, 450 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Jeremy Brandt is Managing Partner and Private Wealth Advisor of SkyOak Wealth, and serves as Deputy Compliance Officer. He has worked with Ken Brandt and Craig Simmons in the financial services industry for more than two decades. He focuses on portfolio development and management and comprehensive financial planning, and plays an active role on the firm's strategy, technology, and investment committees.
Jeremy Brandt’s longest registration was 9 years at BKS Advisors, LLC (2010–2019). Before joining SkyOak Wealth in 2019, Jeremy Brandt was registered through BKS Advisors, LLC.
- BKS Advisors, LLC– · 9 yearsSouthfield, MI · Adviser representative · Firm CRD 109065
Investment adviser representative registrations
Jeremy Brandt is registered as an investment adviser representative in Michigan, since February 2019.
- MichiganSince 22 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 26 December 2012 |
| Series 24 | General Securities Principal Examination | 20 March 2012 |
| Series 65 | Uniform Investment Adviser Law Examination | 13 August 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 June 2007 |
| Series 7 | General Securities Representative Examination | 26 March 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeremy Scott Brandt
- CRD
- 5296008
- Firm
- SkyOak Wealth · CRD 299564
- Role
- Managing Partner
- Office
- 28411 NORTHWESTERN HWY, Suite 760, Southfield, MI 48034
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- skyoakwealth.com
Where does Jeremy Brandt work?
Jeremy Brandt has been Managing Partner of Skyoak Wealth LLC since December 2018, and is a control person of the firm.
Is Jeremy Brandt a financial advisor?
Yes. Jeremy Brandt has a current investment-adviser registration in Michigan, through SkyOak Wealth since February 2019.
How many years of experience does Jeremy Brandt have?
Jeremy Brandt has 19 years in the financial industry, since March 2007, across 2 adviser firms.
What exams has Jeremy Brandt passed?
Jeremy Brandt has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 24 and Series 53. The earliest, the Series 7, was passed in March 2007. FINRA credited Jeremy Brandt with the SIE, which began in October 2018.
Where is Jeremy Brandt based?
Jeremy Brandt’s registered office is in Southfield, MI.
Is Jeremy Brandt registered with FINRA?
No. Jeremy Brandt has no current broker registration.
How can I verify Jeremy Brandt’s record?
Search CRD 5296008 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Brandt’s full registration record.
- Ann ZemannChief Compliance Officer
Kenneth BrandtManaging Partner
Craig SimmonsManaging Partner