Jeremy Doorn
Core Wealth Management · Tulsa, Oklahoma
Jeremy Doorn is a fee-only financial advisor at Core Wealth Management in Tulsa, Oklahoma. Core Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Core Wealth Management |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $37.6M across 196 accounts |
| SEC registration | Investment adviser representative in OK, TX · CRD 5965326 |
| Exams passed | Series 65 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.coregroupwealth.com |
How Jeremy's firm compares
- Core Wealth Management's average account is about $192,000, from its Form ADV (assets managed divided by 196 accounts).
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Questions about Jeremy
Is Jeremy Doorn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Core Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Core Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeremy Doorn based?
Jeremy Doorn is based in Tulsa, Oklahoma.
Is Jeremy Doorn registered with the SEC?
Yes. Jeremy Doorn is registered as an investment adviser representative in OK and TX (CRD 5965326), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Core Wealth Management manage?
Core Wealth Management reports $37.6M across 196 accounts in assets under management.
How do I contact Jeremy Doorn?
Through Jeremy's website, www.coregroupwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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