Jeremy A. Nansen

Financial Advisor @Summit Global Investments

Oceanside, CA, US
EMAILS
j••••••••@sgiam.com
MOBILE NUMBERS
+14•••••••79

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WORK HISTORY

Apr 2025 — Present

Financial Advisor @Summit Global Investments

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Oceanside, CA, US

Providing comprehensive financial planning for transitioning and retired Marines, with a focus on the decisions that define military financial life: pension and SBP elections, TSP strategy, SGLI transition, VA benefit coordination, and long-term wealth building alongside military retirement income.

EDUCATION

2022

University of Maryland Global Campus

Master of Business Administration - MBA, Business Administration, Management and Operations

N/A

University of Southern California

Master's, Business Administration and Management, General

2020

American Military University

Bachelor of Arts - BA, General Studies

ABOUT JEREMY A. NANSEN

In 2017, on a CENTCOM deployment, I noticed something that changed how I understood the world: financial markets were predicting geopolitical events more accurately than our most sensitive intelligence sources. I started studying how markets worked, not as a hobby, but as an intelligence problem.What I found led me somewhere I didn\'t expect. After nearly 20 years of focusing entirely on the mission, I realized I had never once seriously thought about my own financial future. I was the same Marine I\'d seen hundreds of times. too busy serving to plan for what came next.I spent the next several years closing that gap for myself: an MBA, a Master\'s in Financial Planning, a WMCP designation, my Series 65, and a deep education in the specific financial decisions that define military life. I grew to understand TSP allocation, pension elections, SBP decisions, SGLI transitions, VA benefits coordination, and how to build wealth alongside a retirement check.Now, after 23 years as a Marine Corps Intelligence Officer advising senior commanders on theater-level assessments and running intelligence operations across multiple deployments, I\'ve started the second mission: helping transitioning and retired Marines make the financial decisions that set their families up for the next chapter.Most Marines are too focused on the mission to think about their finances. That\'s not a failure, it\'s the job. But the transition window is short, and the decisions made in it compound for decades. I built this practice so you don\'t have to spend years figuring out what I spent years figuring out.If you\'re separating or retired USMC and navigating the financial side of what comes next, let\'s talk.

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