Jeremy Wakeland, CFP®

Jeremy Wakeland, CFP®

Financial Advisor

Phone: (614) 784-6000
Fax: (614) 784-6010
E-mail:
 

Jeremy joined Ascend Advisory Group in May 2014 and works extensively with the advisors in the office in all aspects of the investment planning process to help clients achieve a wide array of goals given their specific situations. He takes interest and great pride in regards to the long-term planning process and feels there is no one solution that can be applicable to every client situation. He works to tailor plans that are customized to each specific client.

Prior to joining Ascend, Jeremy worked at Summit Financial Strategies and Morgan Stanley assisting advisors and clients with their financial needs which helped lay a solid foundation on which to build financial advising experience. He has obtained his CERTIFIED FINANCIAL PLANNER professional designation and is currently working toward his FINRA Series 7 and Series 66 Registrations. In 2010, he graduated from The Ohio State University where he obtained a Bachelor’s of Science degree in Human Ecology. Jeremy hails from Sylvania, Ohio and trained to be a fire fighter prior to switching gears and moving to Columbus in 2006.

Away from the office Jeremy enjoys watching baseball, specifically the Yankees, as well as soccer, especially during the World Cup. He also enjoys international traveling to places such as The Netherlands, Ireland, Italy, and the Czech Republic and intends to continue expanding this list. 

 

Investment and Insurance Products:| NOT FDIC Insured | NO Bank Guarantee | MAY Lose Value

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Ascend Advisory Group, LLC is a separate entity from WFAFN. ©2017 Wells Fargo First Clearing, LLC. All rights reserved. 0217-03407[MM003407 v1] 2/17