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Profil
Edward Allen Humphreys worked as a Portfolio Manager at BKD Wealth Advisors LLC.
Mr. Humphreys worked as a Senior Options Specialist at Charles Schwab Investment Advisory, Inc. Mr. Humphreys worked as a Senior Portfolio Manager at Sheaff Brock Investment Advisors LLC from 2015 to 2025.
Mr. Humphreys worked as a Senior Portfolio Manager at Innovative Portfolios LLC.
Mr. Humphreys completed undergraduate education at Marshall University.
Anciens postes connus de JR Humphreys
| Sociétés | Poste | Fin |
|---|---|---|
Innovative Portfolios LLC
 Innovative Portfolios LLC Investment ManagersFinance Innovative Portfolios’ strategies are designed for growth and/or income, and include options, preferred stock, and REIT portfolios. Each of their investment strategies strives to enhance the portfolios of investors seeking higher yield and/or growth. The firm is value-oriented and their stock selection process screens equities in an attempt to avoid undue risk. | Membre du Comité d'Investissement | 01/10/2025 |
Sheaff Brock Investment Advisors LLC
 Sheaff Brock Investment Advisors LLC Investment ManagersFinance Sheaff Brock is a conservative, value-oriented money manager that focuses on innovative investment strategies that aims preserve capital and meet investors’ needs for income and/or growth, while also considering volatility and risk. The firm uses sophisticated research, technology, and data to quantify their decision-making. | Gestionnaire de Portefeuille-Actions | 12/09/2025 |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance CSIA’s SIP Program offers clients a diversified portfolio composed of ETFs, as well as an FDIC-insured cash allocation that is based on the client’s stated investment objectives and risk tolerance. The portfolio of ETFs includes up to 20 asset classes across stocks, fixed income, real estate, and commodities. The SIP Program is designed to monitor a client’s portfolio daily and automatically rebalance as needed to keep a client’s portfolio consistent with their selected risk profile unless such rebalancing may not be in the best interest of the client. | Corporate Officer/Principal | - |
BKD Wealth Advisors LLC
 BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors specializes in managing customized and tax-efficient portfolios using a mix of investments including mutual funds, ETFs, bonds, stocks and alternative investments. Portfolios are designed to suit each client's specific risk profiles and are generally long-term in nature. The firm may occasionally make short-term investments including margin transactions and the purchase of stock options. BKD Wealth Advisors offers advice on a wide range of investments and investment programs including short-term money market securities; corporate, municipal and US government fixed income securities; exchange listed, over-the-counter and foreign equities; and investment company securities such as mutual funds, separately managed accounts and annuities. | Corporate Officer/Principal | - |
Formation de JR Humphreys
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
BKD Wealth Advisors LLC
BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors specializes in managing customized and tax-efficient portfolios using a mix of investments including mutual funds, ETFs, bonds, stocks and alternative investments. Portfolios are designed to suit each client's specific risk profiles and are generally long-term in nature. The firm may occasionally make short-term investments including margin transactions and the purchase of stock options. BKD Wealth Advisors offers advice on a wide range of investments and investment programs including short-term money market securities; corporate, municipal and US government fixed income securities; exchange listed, over-the-counter and foreign equities; and investment company securities such as mutual funds, separately managed accounts and annuities. | Finance |
Marshall University
 Marshall University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance CSIA’s SIP Program offers clients a diversified portfolio composed of ETFs, as well as an FDIC-insured cash allocation that is based on the client’s stated investment objectives and risk tolerance. The portfolio of ETFs includes up to 20 asset classes across stocks, fixed income, real estate, and commodities. The SIP Program is designed to monitor a client’s portfolio daily and automatically rebalance as needed to keep a client’s portfolio consistent with their selected risk profile unless such rebalancing may not be in the best interest of the client. | Finance |
Sheaff Brock Investment Advisors LLC
Sheaff Brock Investment Advisors LLC Investment ManagersFinance Sheaff Brock is a conservative, value-oriented money manager that focuses on innovative investment strategies that aims preserve capital and meet investors’ needs for income and/or growth, while also considering volatility and risk. The firm uses sophisticated research, technology, and data to quantify their decision-making. | Finance |
Innovative Portfolios LLC
Innovative Portfolios LLC Investment ManagersFinance Innovative Portfolios’ strategies are designed for growth and/or income, and include options, preferred stock, and REIT portfolios. Each of their investment strategies strives to enhance the portfolios of investors seeking higher yield and/or growth. The firm is value-oriented and their stock selection process screens equities in an attempt to avoid undue risk. | Finance |
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