Jeremy Revard has been an investment adviser representative at RightOak Asset Management since October 2025, and is not listed among the firm’s executive officers or direct owners.
Rightoak Asset Management, LLC is a firm with $112M under management, 742 clients and 6 advisers in one office, as of its September 2026 filing.
Jeremy Revard is an Independent Associate of Dominion Wealth Strategists. He has 14 years of experience in industrial construction and focuses on offering financial guidance tailored to the needs of industrial construction workers and their families.
Jeremy Revard’s longest registration is the current one, 1 year at RightOak Asset Management since 2025. Before joining RightOak Asset Management in 2025, Jeremy Revard was registered through Gradient Wealth Management.
- – present · 1 yearGrand Ledge, MI · Adviser representative · Firm CRD 337832
- Gradient Wealth Management– · under a yearMinot, ND · Adviser representative · Firm CRD 127701
Investment adviser representative registrations
Jeremy Revard is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in October 2025.
- MichiganSince 21 October 2025
- TexasResidentSince 20 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 May 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8116805
- Firm
- RightOak Asset Management · CRD 337832
- Office
- Grand Ledge, MI
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dominionwealthstrategists.com
Where does Jeremy Revard work?
Jeremy Revard is an investment adviser representative registered through Rightoak Asset Management, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jeremy Revard a financial advisor?
Yes. Jeremy Revard has a current investment-adviser registration in Michigan and Texas, through RightOak Asset Management since October 2025.
How many years of experience does Jeremy Revard have?
Jeremy Revard has 1 year in the financial industry, since July 2025, across 2 adviser firms.
What exams has Jeremy Revard passed?
Jeremy Revard passed the Series 65 in May 2025.
Where is Jeremy Revard based?
Jeremy Revard’s registered office is in Grand Ledge, MI.
Is Jeremy Revard registered with FINRA?
No. Jeremy Revard has no current broker registration.
How can I verify Jeremy Revard’s record?
Search CRD 8116805 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Revard’s full registration record.
