Jake Bleyenberg
Gestionnaire de Portefeuille-Actions chez Buckingham Strategic Wealth LLC
Profil
Mr. Jeremy J.
Bleyenberg is a Wealth Advisor at Buckingham Strategic Wealth LLC.
He works with an advisory team to create customized wealth management plans to help ensure that clients are on track to meet their financial goals.
He has worked in financial services since 2008 and joined Buckingham in 2015.
He earned a Bachelor’s degree in 2001 from Lindenwood University.
Postes actifs de Jake Bleyenberg
Sociétés | Poste | Début |
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Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Gestionnaire de Portefeuille-Actions | 01/01/2015 |
Formation de Jake Bleyenberg
Lindenwood University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 1 |
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Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Finance |