Jeremy Wadsworth has been Managing Member/CCO of North Woods Asset Management since January 2018, is a control person of the firm and directly owns between 25% and 50% of it. Jeremy Wadsworth holds a Bachelor's Degree from Carleton College.
North Woods Asset Management LLC is a Buffalo, NY firm with $150M under management, 194 clients and 2 advisers in one office, as of its March 2026 filing.
Jeremy Wadsworth is Chief Investment Officer of North Woods Wealth Management. Jeremy joined North Woods as Chief Investment Officer in 2017, with four years of experience as an analyst, and is responsible for the firm's overall portfolio management, including strategic asset allocation, fund/manager research & selection, and trading. He also directly advises many of the firm's high net worth clients.
- – present · 5 yearsBuffalo, NY · Adviser representative · Firm CRD 226575
Professional designations
Listed by North Woods Asset Management
- CHARTERED FINANCIAL ANALYST® (CFA®)
- Certificate in Investment Performance Measurement (CIPM®)
Investment adviser representative registrations
Jeremy Wadsworth is registered as an investment adviser representative in New York, since September 2021.
- New YorkSince 24 September 2021
Examinations
No examinations are on Jeremy Wadsworth’s record.
- Full name
- Jeremy Tilton Wadsworth
- CRD
- 6890192
- Firm
- North Woods Asset Management · CRD 226575
- Role
- Managing Member/CCO
- Office
- 977 DELAWARE AVE, Buffalo, NY 14209
- Registration
- Investment adviser registration
- In the industry since
- September 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- north-woods.com
Where does Jeremy Wadsworth work?
Jeremy Wadsworth has been Managing Member/CCO of North Woods Asset Management LLC since January 2018, and is a control person of the firm.
Is Jeremy Wadsworth a financial advisor?
Yes. Jeremy Wadsworth has a current investment-adviser registration in New York, through North Woods Asset Management since September 2021.
How many years of experience does Jeremy Wadsworth have?
Jeremy Wadsworth has 5 years in the financial industry, since September 2021, across 1 adviser firm.
Where is Jeremy Wadsworth based?
Jeremy Wadsworth’s registered office is in Buffalo, NY.
Is Jeremy Wadsworth registered with FINRA?
No. Jeremy Wadsworth has no current broker registration.
Is Jeremy Wadsworth a CFA charterholder?
North Woods Asset Management lists Jeremy Wadsworth with the CFA credential (“CHARTERED FINANCIAL ANALYST® (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Jeremy Wadsworth, CFA®, CIPM® biography, north-woods.com
How can I verify Jeremy Wadsworth’s record?
Search CRD 6890192 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Wadsworth’s full registration record.
