Financial Adviser
CurrentCo-Founder and Financial Adviser. Providing quality financial strategies to businesses and individuals.
Mar 2021 - Present
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Jeremy Braden Email & Phone Number
Financial Adviser with Strategic Wealth Solutions helping families & business owners develop a sound financial strategy.
at
Strategic Wealth Solutions
1 work email found
@swsplanning.com
1 phone found area 417
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Adviser with Strategic Wealth Solutions helping families & business owners develop a sound financial strategy.
Location
Springfield-Branson, Missouri Area, United States
Company size
Who is Jeremy Braden? Overview
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Quick answer
Jeremy Braden is listed as Financial Adviser with Strategic Wealth Solutions helping families & business owners develop a sound financial strategy. at Strategic Wealth Solutions, a with 4 employees, based in Springfield-Branson, Missouri Area, United States. AeroLeads shows a work email signal at swsplanning.com, phone signal with area code 417, and a matched LinkedIn profile for Jeremy Braden.
Jeremy Braden previously worked as Financial Adviser at Strategic Wealth Solutions and Financial Services Professional at Nylife Securities Llc. Jeremy Braden holds Bachelor'S Degree, Business Administration And Management, General from College Of The Ozarks.
Company email context
Email format at Strategic Wealth Solutions
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{first_initial}{last}@swsplanning.com
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AeroLeads found 1 current-domain work email signal for Jeremy Braden. Compare company email patterns before reaching out.
Profile bio
About Jeremy Braden
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser. Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Strategic Wealth Solutions is not owned by or affiliated with the cfd companies.
Current workplace
Jeremy Braden's current company
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Strategic Wealth Solutions
7 roles
Jeremy Braden work experience
A career timeline built from the work history available for this profile.
Financial Services Professional
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Mar 2018 - Mar 2021
Agent
Agent licensed to sell insurance through New York Life Insurance Company.
Mar 2018 - Mar 2021
Financial Adviser
Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
Mar 2018 - Mar 2021
Financial Advisor
Providing quality financial strategies, and offering insurance and financial services, and employee benefits to businesses and individuals.
Aug 2012 - Mar 2018
Customer Service Manager
Sep 2011 - Aug 2012
Assistant Manager
Jan 2006 - Sep 2011
1 education record
Jeremy Braden education
FAQ
Frequently asked questions about Jeremy Braden
Quick answers generated from the profile data available on this page.
What company does Jeremy Braden work for?
Jeremy Braden works for Strategic Wealth Solutions.
What is Jeremy Braden's role at Strategic Wealth Solutions?
Jeremy Braden is listed as Financial Adviser with Strategic Wealth Solutions helping families & business owners develop a sound financial strategy. at Strategic Wealth Solutions.
What is Jeremy Braden's email address?
AeroLeads has found 1 work email signal at @swsplanning.com for Jeremy Braden at Strategic Wealth Solutions.
What is Jeremy Braden's phone number?
AeroLeads has found 1 phone signal(s) with area code 417 for Jeremy Braden at Strategic Wealth Solutions.
Where is Jeremy Braden based?
Jeremy Braden is based in Springfield-Branson, Missouri Area, United States while working with Strategic Wealth Solutions.
What companies has Jeremy Braden worked for?
Jeremy Braden has worked for Strategic Wealth Solutions, Nylife Securities Llc, New York Life Insurance Company, Eagle Strategies, Llc, and Waddell & Reed.
How can I contact Jeremy Braden?
You can use AeroLeads to view verified contact signals for Jeremy Braden at Strategic Wealth Solutions, including work email, phone, and LinkedIn data when available.
What schools did Jeremy Braden attend?
Jeremy Braden holds Bachelor'S Degree, Business Administration And Management, General from College Of The Ozarks.
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