Jeremy Dee Witbeck
Corporate Officer/Principal chez RWA Wealth Partners LLC
Profil
Mr. Jeremy D.
Witbeck, CFA MBA, is a Partner & VP of Business Development at RWA Wealth Partners LLC.
He meets directly with clients and prospective clients to communicate RWA Wealth Partners’ investment strategies and review all financial planning needs.
Mr. Witbeck was previously worked as a Portfolio Manager for a Los Angeles area investment firm where he built customized portfolios for high net worth clients.
He graduated from the University of Arizona, where he earned his BS in accounting.
Additionally, he is a graduate of California Lutheran University, where he earned his MBA in financial planning.
He is also a CFA charterholder and is a Certified Financial Planner professional.
Postes actifs de Jeremy Dee Witbeck
| Sociétés | Poste | Début |
|---|---|---|
RWA Wealth Partners LLC
 RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Corporate Officer/Principal | 01/11/2023 |
Anciens postes connus de Jeremy Dee Witbeck
| Sociétés | Poste | Fin |
|---|---|---|
Polaris Wealth Advisory Group LLC
 Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Membre du Comité d'Investissement | - |
Gould Asset Management LLC
 Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | Gestionnaire de Portefeuille-Actions | 01/02/2014 |
Farmers Insurance Co., Inc.
 Farmers Insurance Co., Inc. Insurance Brokers/ServicesFinance Part of Zurich Insurance Group AG, Farmers Insurance Co., Inc. is a company that provides insurance agency services. The company is based in Olathe, KS and was founded in 1955. | Corporate Officer/Principal | 30/09/2012 |
Sempra Energy Foundation
 Sempra Energy Foundation Investment Trusts/Mutual FundsMiscellaneous Sempra Energy Foundation is a non-profit organization, which develops energy infrastructure, operates utilities, and provide related products and services. The company was founded in 2007 and is headquartered in San Diego, CA. | Corporate Officer/Principal | 28/02/2010 |
Formation de Jeremy Dee Witbeck
| California Lutheran University | Masters Business Admin |
| University of Arizona | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Gould Asset Management LLC
Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | Finance |
Farmers Insurance Co., Inc.
Farmers Insurance Co., Inc. Insurance Brokers/ServicesFinance Part of Zurich Insurance Group AG, Farmers Insurance Co., Inc. is a company that provides insurance agency services. The company is based in Olathe, KS and was founded in 1955. | Finance |
Sempra Energy Foundation
Sempra Energy Foundation Investment Trusts/Mutual FundsMiscellaneous Sempra Energy Foundation is a non-profit organization, which develops energy infrastructure, operates utilities, and provide related products and services. The company was founded in 2007 and is headquartered in San Diego, CA. | Miscellaneous |
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Finance |
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Finance |