Broker Check
Jeremy A. Middleton

Jeremy A. Middleton began his career as a Wealth Management intern with Ameriprise in Wellesley, MA. After graduation in 2017, he became a Financial Planning Assistant/Paraplanner where he became familiar with financial planning and reporting software that translates directly into his position with our team. In 2019, Jeremy moved to California and took a position as a Financial Advisor Associate with Prudential Financial where he supported a team with portfolio analysis, processing, and account maintenance. He accepted a consulting role in 2021 which led him to additional opportunities at Mass Mutual in Newport Beach. Jeremy’s experience across the breadth of the asset management, insurance, and financial planning industry led him to the role of Wealth Advisor with our team in 2022.

 In his role with the Lumena team Jeremy’s primary responsibility is to support Britt Stephens. His support allows Britt to expand Lumena’s capability to serve clients by utilizing additional technology and resources. Secondarily, Jeremy supports Alison Fleming and Peter Fink as needed.

 Jeremy graduated with a Bachelor of Science in Economics and a minor in Business Management from Emmanuel College in Boston, MA. While in school, he earned athletic honors in Lacrosse and volunteered with Hope Worldwide from 2006-2010. Jeremy enjoys a very active lifestyle in San Diego including hiking, cycling and an array of other outdoor activities. He also enjoys spending time at the beach where he can appreciate the wonderful Southern California climate.


Jeremy A. Middleton is a registered representative with, and Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.