![Jeremy Dale Schares](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jeremy Dale Schares
Gestionnaire de Portefeuille-Actions chez Waverly Advisors LLC (Alabama)
Postes actifs de Jeremy Dale Schares
Sociétés | Poste | Début | Fin |
---|---|---|---|
Waverly Advisors LLC (Alabama)
![]() Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/01/2024 | - |
Historique de carrière de Jeremy Dale Schares
Anciens postes connus de Jeremy Dale Schares
Sociétés | Poste | Début | Fin |
---|---|---|---|
Strategiq Financial Group LLC
![]() Strategiq Financial Group LLC Investment ManagersFinance StrategIQ Financial Group LLC (StrategIQ) is a SEC-registered investment advisor headquartered in Merrillville, Indiana. The firm was founded in 1996 and formerly known as Strategic Financial Group LLC. In 2024, they were acquired by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. StrategIQ offers investment management, financial planning, and consulting services to individual and institutional clients. | Gestionnaire de Portefeuille-Actions | 01/10/2008 | 01/01/2024 |
Formation de Jeremy Dale Schares
Valparaiso University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
---|---|
Strategiq Financial Group LLC
![]() Strategiq Financial Group LLC Investment ManagersFinance StrategIQ Financial Group LLC (StrategIQ) is a SEC-registered investment advisor headquartered in Merrillville, Indiana. The firm was founded in 1996 and formerly known as Strategic Financial Group LLC. In 2024, they were acquired by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. StrategIQ offers investment management, financial planning, and consulting services to individual and institutional clients. | Finance |
Waverly Advisors LLC (Alabama)
![]() Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
- Bourse
- Insiders
- Jeremy Dale Schares
- Expérience