Team

Jeremy graduated from Utah Valley University with a B.S. in business management/finance. In 2011 Jeremy began his career as an investment advisor with Edward D. Jones. He specialized in goal based retirement planning and income and distribution planning. He then spent the next 5 years as a senior portfolio manager and partner of the Sierra Pacific Group at Morgan Stanley. He managed portfolios for high net worth and ultra-high net worth clients. He then decided to leave the big financial firms and opt for a boutique independent shop called Balboa Wealth Partners. With 13 plus years of diverse financial experience under his belt he finally felt it was time to start his own company and Tate Capital Group was born. Jeremy’s background as an entrepreneur and business owner makes him uniquely qualified to work with business owners and their complex investment needs. His area of focus is with business owners, athletes, entertainers and retirees seeking current income. Jeremy has been a public guest speaker at UCSD for their retirement association on Social Security planning, Medicare, and retirement planning. He is a member of the American Sailing Association and when not working tries to spend as much time as possible on the water. He currently resides in Newport Beach, CA.