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Jeremy Murray

Partner Advisor

Jeremy Murray is an advisor in Allworth’s Las Vegas, Nevada, office. A CERTIFIED FINANCIAL PLANNER™ professional, Jeremy earned a bachelor's degree in business administration with a concentration in finance from the University of Nevada, Las Vegas. Married and a father to two young boys, in his spare time Jeremy loves to travel, play golf, and to get outside to enjoy nature.

Education and Certifications

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • Accredited Investment Fiduciary (AIF®)
  • Chartered Retirement Plans Specialist (CRPS®)
  • BS, University of Nevada – Las Vegas

Who I Best Work With

I’m proud to work with people who have a strong sense of family and community, are down to earth, and looking to live a long and comfortable retirement. My clients are typically in their mid to late 50s and preparing for retirement. They’ve been saving diligently for decades, but now they’re focused on finding the most efficient strategies for converting those savings into income that’ll last throughout their retirement.

My clients enjoy staying involved in the planning process leading up to and through retirement. Most importantly, they want to know how their savings will help them achieve financial security, and they appreciate that I’ll be here to help their families even after they’re gone.

What Guides My Approach

As a self-proclaimed “numbers guy”, I truly enjoy helping people make sense of something that can feel complicated and overwhelming. Most people don’t grow up learning financial literacy and wealth management. Yet, getting your finances in order is critical as you prepare to transition to retirement—a phase in life where you’ll be entirely financially independent.

I believe money is a tool that can be leveraged to provide the freedom you what. And I always strive to meet clients where they are in life, focus on educating them about their choices, and work to build a plan that’s achievable, comforting, and aligned with their goals.

Jeremy Murray is an advisor in Allworth’s Las Vegas, Nevada, office. A CERTIFIED FINANCIAL PLANNER™ professional, Jeremy earned a bachelor's degree in business administration with a concentration in finance from the University of Nevada, Las Vegas. Married and a father to two young boys, in his spare time Jeremy loves to travel, play golf, and to get outside to enjoy nature.

“My job is to work with people to plan, save, and invest so they can retire with confidence. There is nothing I love more than seeing a client leave my office with a look of relief because they feel that the future is bright and that a giant weight has been lifted from their shoulders.”

- Jeremy Murray, Allworth Partner Advisor

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More About Jeremy:

About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better — because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

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30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

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