JR Humphreys
Gestionnaire de Portefeuille-Actions chez Sheaff Brock Investment Advisors LLC
Profil
Mr. Edward A.
Humphreys is a Senior Portfolio Manager at Sheaff Brock Investment Advisors LLC and a Senior Portfolio Manager at Innovative Portfolios LLC.
His experience in the financial industry spans almost 30 years, and he serves as senior portfolio manager for Innovative Portfolios.
With 13-plus years of experience managing fixed-income portfolios for separately managed accounts, he has worked extensively in alternative asset allocations and the creation of equity selection processes to achieve greater quantitative and more disciplined equity selections.
As portfolio manager for both the Preferred Income and the REIT investment portfolios at an affiliated registered investment advisory firm in Indianapolis, Indiana, he is responsible for securities selection, building the portfolios, and trading.
He also serves as a member of the firm’s investment committee, helping analyze its equity portfolios and make strategy recommendations.
Mr. Humphreys previously worked as a portfolio manager at BKD Wealth Advisor, as a trust investment officer at United National Bank in West Virginia, and as a senior options specialist in the active trader division at Charles Schwab in Indianapolis.
He holds a Bachelor of Business Administration degree in Finance from Marshall University in Huntington, West Virginia, where he was a member of Omicron Delta Epsilon, International Honor Society for Economics.
Postes actifs de JR Humphreys
| Sociétés | Poste | Début |
|---|---|---|
Sheaff Brock Investment Advisors LLC
 Sheaff Brock Investment Advisors LLC Investment ManagersFinance Sheaff Brock Investment Advisors LLC (Sheaff Brock) is a registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by Dave Gilreath and Ron Brock in 2001 and is a subsidiary of Sheaff Brock Capital Management LLC. Sheaff Brock provides portfolio management services for high net worth individuals. | Gestionnaire de Portefeuille-Actions | 01/09/2015 |
Innovative Portfolios LLC
 Innovative Portfolios LLC Investment ManagersFinance Innovative Portfolios LLC is a registered investment adviser headquartered in Indianapolis, Indiana. The firm was founded by David Gilreath and Ronald Brock and is owned by Sheaff Brock Capital Management LLC. Innovative Portfolios offers investment advisory services to registered investment companies (including mutual funds) and Sub-advisor Services to registered investment advisors. | Membre du Comité d'Investissement | - |
Anciens postes connus de JR Humphreys
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Corporate Officer/Principal | - |
BKD Wealth Advisors LLC
 BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities. | Corporate Officer/Principal | - |
Formation de JR Humphreys
| Marshall University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Sheaff Brock Investment Advisors LLC
Sheaff Brock Investment Advisors LLC Investment ManagersFinance Sheaff Brock Investment Advisors LLC (Sheaff Brock) is a registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by Dave Gilreath and Ron Brock in 2001 and is a subsidiary of Sheaff Brock Capital Management LLC. Sheaff Brock provides portfolio management services for high net worth individuals. | Finance |
BKD Wealth Advisors LLC
BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities. | Finance |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Finance |
Innovative Portfolios LLC
Innovative Portfolios LLC Investment ManagersFinance Innovative Portfolios LLC is a registered investment adviser headquartered in Indianapolis, Indiana. The firm was founded by David Gilreath and Ronald Brock and is owned by Sheaff Brock Capital Management LLC. Innovative Portfolios offers investment advisory services to registered investment companies (including mutual funds) and Sub-advisor Services to registered investment advisors. | Finance |
