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Jeremy Dale Schares
Portefeuillebeheerder-Aandelen bij Waverly Advisors LLC (Alabama)
Actieve functies van Jeremy Dale Schares
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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. | Portefeuillebeheerder-Aandelen | 01-01-2024 | - |
Loopbaan van Jeremy Dale Schares
Eerdere bekende functies van Jeremy Dale Schares
Bedrijven | Functie | Begin | Einde |
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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. | Portefeuillebeheerder-Aandelen | 01-10-2008 | 01-01-2024 |
Opleiding van Jeremy Dale Schares
Valparaiso University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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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 |
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