Jeremy Fields has been Partner, Director of FMB Wealth Management since June 2021, is not listed as a control person, but directly owns under 5% of the firm. Jeremy Fields holds a Bachelor's degree in Business Administration from the University of San Diego.
FMB Wealth Management is a Westlake Village, CA firm with $616M under management, 324 clients and 5 advisers in one office, as of its April 2026 filing.
Jeremy J. Fields is Partner and Chief Technology Officer of FMB Wealth Management. He coordinates the financial needs of high net worth individuals through FMB Wealth Management and FMB Retirement Services, with an emphasis on educating business owners and their employees on the benefits of retirement plans. He joined FMB Retirement Services in 2012 to head its retirement division.
Jeremy Fields’ longest registration is the current one, 13 years at FMB Wealth Management since 2012.
- Indivisible PartnersAlso current– present · under a yearWestlake Village, CA · Adviser representative · Firm CRD 332431
- FMB Wealth ManagementCurrent– present · 13 yearsWestlake Village, CA · Adviser representative · Firm CRD 122309
- FMB Retirement ServicesAlso current– present · 13 yearsWestlake Village, CA · Adviser representative · Firm CRD 164571
Professional designations
Listed by FMB Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jeremy Fields is registered as an investment adviser representative in California, since December 2012.
- CaliforniaSince 7 December 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 November 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeremy James Fields
- CRD
- 6144701
- Firm
- FMB Wealth Management · CRD 122309
- Role
- Partner, Director
- Office
- 100 N. WESTLAKE BLVD., SUITE 201, Westlake Village, CA 91362
- Registration
- Investment adviser registration
- In the industry since
- December 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fmbwealth.com
Where does Jeremy Fields work?
Jeremy Fields has been Partner, Director of FMB Wealth Management since June 2021.
Is Jeremy Fields a financial advisor?
Yes. Jeremy Fields has a current investment-adviser registration in California, through FMB Wealth Management since December 2012.
How many years of experience does Jeremy Fields have?
Jeremy Fields has 13 years in the financial industry, since December 2012, across 3 adviser firms.
What exams has Jeremy Fields passed?
Jeremy Fields passed the Series 65 in November 2012.
Where is Jeremy Fields based?
Jeremy Fields’ registered office is in Westlake Village, CA.
Is Jeremy Fields registered with FINRA?
No. Jeremy Fields has no current broker registration.
Is Jeremy Fields a CFP?
FMB Wealth Management lists Jeremy Fields with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jeremy Fields’ record?
Search CRD 6144701 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Fields’ full registration record.