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Jeremiah T Vickery

Advisor at LPL Financial — Emmett, ID

Updated today

Credentials

Series 63, Series 65

Experience

16 years

Location

Emmett, ID 83617

LPL Financial logo

LPL Financial

Institution

Total advisors

22,842

Across 10,477 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Jeremiah Vickery is a financial advisor with LPL Financial in Emmett, Idaho, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with LPL Financial since 2021 and previously worked at MML Investor Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved with Payette River Consulting, a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment advice delivered primarily by independent adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Emmett, ID

2005 E Quail Run Rd Ste 1

Emmett ID 83617

Advisors at this office

1

Most active in

Idaho

Work history

16 years of industry experience

LPL Financial

2021 - Present • 5 years

Emmett, ID

MML investor services

2010 - Present • 16 years

Emmett, ID

Mass Mutual LIfe Insurance Company

2010 - Present • 16 years

Emmet, ID

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James C

Series 65

Eagle, ID

Cannon Wealth Group LLC

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Equity compensation tax strategy
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Ethan H

Series 66

Eagle, ID

GPWM Advisors LLC

Ethan Hadley is a financial advisor at GPWM Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Gryphon Private Wealth Management and Independent Financial Group. Outside of his advisory work, he has provided notary services in Idaho since 2006. GPWM Advisors is an independent, single-advisor firm managing approximately $28.9 million for about 45 clients. The firm serves a diverse client base including individuals, businesses, and institutional clients, offering financial planning, discretionary portfolio management, alternative investment advice, and educational seminars.

Business succession planning Executive Founder/Business Owner
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Brent F

CFP®, Series 63, Series 66

Eagle, ID

Ford Investment Counsel LLC

Brent Ford is a CFP® professional with 27 years of experience in the financial industry. He is the sole advisor at Ford Investment Counsel LLC, an independent firm he founded in 2021. Prior to this, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of advisory services, he is also an independent insurance agent. Ford Investment Counsel LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as qualified retirement plans. The firm emphasizes ERISA plan consulting and 3(38) fiduciary services, employing a mix of strategies tailored to clients’ goals, time horizons, and risk tolerances.

College savings (529s, UTMA, etc.) Retirement income strategy Debt management Cash flow / budgeting Options & derivatives strategies
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Stephen S

CFP®, Series 63

Eagle, ID

Schulmerich & Associates Asset Management, LLC

Stephen Schulmerich is a CFP® professional with 37 years of experience in the financial industry. He is the principal of Schulmerich & Associates Asset Management, LLC, where he has worked since 1993. Schulmerich also holds Series 63 registration and is active as an insurance agent. Schulmerich & Associates Asset Management provides discretionary asset management and fiduciary services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporate entities, and qualified retirement plans. The firm emphasizes Modern Portfolio Theory, strategic asset allocation, diversification, and uses passive/index funds alongside fundamental analysis for security selection.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Debbra D

CFP®, Series 63, Series 65

Eagle, ID

Dillon Financial Planning, Inc.

Debbra Dillon is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. She is the sole advisor at Dillon Financial Planning, Inc., where she has worked since 2005. The firm offers fee-only, as-needed financial planning and investment advice primarily to individuals, families, high-net-worth individuals, trusts, estates, and business entities. Dillon Financial Planning, Inc. follows a long-term, buy-and-hold investment philosophy emphasizing asset allocation and low-cost, no-load investments, delivering services on an hourly or flat-fee basis without ongoing discretionary portfolio management.

Cash flow / budgeting Debt management General retirement planning General tax planning General estate planning guidance
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Andrew J

Series 65, Series 66

Star, ID

Joski Financial

Andrew Joski is the sole advisor at Joski Financial with four years of industry experience holding Series 65 and Series 66 designations. His prior roles include positions at U.S. Bancorp Investments and service in the Army National Guard. He is also involved with Joski Insurance, a licensed insurance agency. Joski Financial is a state-registered investment adviser offering financial planning, portfolio management, and retirement plan consulting primarily to individuals, families, retirees, and small business owners. The firm employs a planning-first approach integrating retirement income, cash flow, insurance review, and tax considerations into diversified portfolios using ETFs, mutual funds, and third-party managed strategies.

General retirement planning Retirement income strategy Cash flow / budgeting Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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