Profil
Mr. Jerry B.
Wade is Chief Executive & Investment Officer at Wade Financial Group, Inc. He founded Wade Financial Group in 1994.
He is also a President.
He chairs the firm’s Investment Committee, supervises the delivery of all services and is integrally involved with the strategic planning to help clients achieve their financial objectives.
Before founding WFG, Mr. Wade spent 10 years associated with American Express Financial Advisors.
During his tenure with Amex, he functioned as a financial planner, trainer and strategic consultant to IDS/Amex senior management.
A native of New Castle, Indiana, Mr. Wade is a 1981 graduate of Ball State University in Muncie, Indiana, with a Bachelor of Science Degree in Communications.
Anciens postes connus de Jerry Bovender Wade
| Sociétés | Poste | Fin |
|---|---|---|
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
Wade Financial Group, Inc.
 Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Directeur Général | - |
Formation de Jerry Bovender Wade
| Ball State University (Indiana) | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wade Financial Group, Inc.
Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Finance |
| American Express Financial Advisors, Inc. |