Jeremy Woltz has been an investment adviser representative at The Main Street Group since March 2025, and is not listed among the firm’s executive officers or direct owners. Jeremy Woltz holds a Bachelor of Arts from James Madison University and a Master of Divinity from Union Presbyterian Seminary.
The Main Street Group, LTD is a Glen Allen, VA firm with $515M under management, 765 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Jeremy Woltz is an investment adviser representative with The Main Street Group. Before joining the firm he was a pastor and non-profit director for 14 years.
- The Main Street GroupCurrent– present · 1 yearGlen Allen, VA · Adviser representative · Firm CRD 175502
Investment adviser representative registrations
Jeremy Woltz is registered as an investment adviser representative in Virginia, since March 2025.
- VirginiaSince 14 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 February 2025 |
| SIE | Securities Industry Essentials Examination | 23 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jeremy C Woltz
- CRD
- 8057974
- Firm
- The Main Street Group · CRD 175502
- Office
- 4510 COX ROAD, SUITE 102, Glen Allen, VA 23060
- Registration
- Investment adviser registration
- In the industry since
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- themainstreetgroup.com
Where does Jeremy Woltz work?
Jeremy Woltz is an investment adviser representative registered through The Main Street Group, LTD since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jeremy Woltz a financial advisor?
Yes. Jeremy Woltz has a current investment-adviser registration in Virginia, through The Main Street Group since March 2025.
How many years of experience does Jeremy Woltz have?
Jeremy Woltz has 1 year in the financial industry, since March 2025, across 1 adviser firm.
What exams has Jeremy Woltz passed?
Jeremy Woltz has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in December 2024.
Where is Jeremy Woltz based?
Jeremy Woltz’s registered office is in Glen Allen, VA.
Is Jeremy Woltz registered with FINRA?
No. Jeremy Woltz has no current broker registration.
How can I verify Jeremy Woltz’s record?
Search CRD 8057974 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Woltz’s full registration record.