Jeremy Wagner has been an investment adviser representative at Emergent Wealth Advisors since July 2023, and is not listed among the firm’s executive officers or direct owners. Jeremy Wagner holds a BA in Finance from Gannon University.
Emergent Wealth Advisors, LLC is a Williamsville, NY firm with $249M under management, 370 clients and 3 advisers across 2 offices, as of its January 2026 filing.
Jeremy D. Wagner is Wealth Advisor of Emergent Wealth Advisors. He is an Associate Wealth Advisor with over 8 years of experience in the financial services industry. He began his career in Pittsburgh, Pennsylvania as a brokerage assistant for Wells Fargo Advisors before joining the Emergent Wealth Advisors team.
Jeremy Wagner’s longest registration is the current one, 3 years at Emergent Wealth Advisors since 2023. Before joining Emergent Wealth Advisors in 2023, Jeremy Wagner was registered through Wells Fargo Clearing Services, LLC.
- Wells Fargo Clearing Services, LLC– · 1 yearPittsburgh, PA · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Jeremy Wagner is registered as an investment adviser representative in 2 states. The first approvals date from July 2023; the most recent is Tennessee, in April 2026.
- New YorkSince 31 July 2023
- TennesseeSince 7 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 10 September 2021 |
| Series 7TO | General Securities Representative Examination | 19 March 2021 |
| SIE | Securities Industry Essentials Examination | 5 April 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jeremy Daniel Wagner
- CRD
- 7036635
- Firm
- Emergent Wealth Advisors · CRD 174845
- Registration
- Investment adviser registration
- In the industry since
- June 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- emergentwa.com
Where does Jeremy Wagner work?
Jeremy Wagner is an investment adviser representative registered through Emergent Wealth Advisors, LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jeremy Wagner a financial advisor?
Yes. Jeremy Wagner has a current investment-adviser registration in New York and Tennessee, through Emergent Wealth Advisors since July 2023.
How many years of experience does Jeremy Wagner have?
Jeremy Wagner has 5 years in the financial industry, since June 2021, across 2 adviser firms.
What exams has Jeremy Wagner passed?
Jeremy Wagner has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2019.
Where did Jeremy Wagner work before Emergent Wealth Advisors?
Before Emergent Wealth Advisors, Jeremy Wagner was registered through Wells Fargo Clearing Services, LLC, September 2021 to May 2023.
Is Jeremy Wagner registered with FINRA?
No. Jeremy Wagner has no current broker registration.
How can I verify Jeremy Wagner’s record?
Search CRD 7036635 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Wagner’s full registration record.
