Jeremy Ingram, Cfa

Jeremy Ingram, Cfa Email and Phone Number

Founder, Co-President and CEO, Chief Investment Officer @ Beacon Harbor Wealth Advisors
Virginia Beach, VA, US
Jeremy Ingram, Cfa's Location
Virginia Beach, Virginia, United States, United States
Jeremy Ingram, Cfa's Contact Details

Jeremy Ingram, Cfa work email

Jeremy Ingram, Cfa personal email

n/a
About Jeremy Ingram, Cfa

Wealth Management, Private Portfolio Managament for Families, Businesses, Foundations and Endowments, CFA CharterholderHelping clients:Create and grow wealthProtect and preserve wealthPlan for the distribution of wealth during life and at death in the most tax advantaged wayThis information is intended for use only by residents of AZ, DC, DE, FL, GA, HI, MA, MD, MI, MO, NC, NJ, OH, PA, SC, TN, TX, VA, WA and WV only. Securities-related services may not be provided to individuals residing in any state not listed above.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.

Jeremy Ingram, Cfa's Current Company Details
Beacon Harbor Wealth Advisors

Beacon Harbor Wealth Advisors

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Founder, Co-President and CEO, Chief Investment Officer
Virginia Beach, VA, US
Website:
beaconharborwealth.com
Employees:
3
Jeremy Ingram, Cfa Work Experience Details
  • Beacon Harbor Wealth Advisors
    Founder, Co-President And Ceo, Chief Investment Officer
    Beacon Harbor Wealth Advisors
    Virginia Beach, Va, Us
    View
  • Beacon Harbor Wealth Advisors
    Founder, Co-President & Ceo, Chief Investment Officer
    Beacon Harbor Wealth Advisors Dec 2018 - Present
    Virginia Beach, Va
  • Macdonald & Ingram Wealth Management Group Of Wells Fargo Advisors
    Managing Director-Investments, Pim Portfolio Manager
    Macdonald & Ingram Wealth Management Group Of Wells Fargo Advisors Sep 2007 - May 2019
    Working uniquely with families, businesses, foundations, and endowments in their overall comprehensive wealth management plans. We provide Discretionary portfolio management strategies using individual equity strategies, fixed income, exchange traded funds (ETFs), and mutual funds. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Sep 2000 - Sep 2007
    View
  • United States Air Force
    Captain, Contracting Officer
    United States Air Force Jun 1995 - Aug 2000
    View

Jeremy Ingram, Cfa Skills

Mutual Funds Equities Fixed Income Retirement Planning Investments Etfs Strategic Financial Planning Risk Management Retirement Private Equity Wealth Planning Strategies Estate Planning Strategies

Jeremy Ingram, Cfa Education Details

Frequently Asked Questions about Jeremy Ingram, Cfa

What company does Jeremy Ingram, Cfa work for?

Jeremy Ingram, Cfa works for Beacon Harbor Wealth Advisors

What is Jeremy Ingram, Cfa's role at the current company?

Jeremy Ingram, Cfa's current role is Founder, Co-President and CEO, Chief Investment Officer.

What is Jeremy Ingram, Cfa's email address?

Jeremy Ingram, Cfa's email address is je****@****ors.com

What schools did Jeremy Ingram, Cfa attend?

Jeremy Ingram, Cfa attended Virginia Military Institute, Regent University, Lead Hampton Roads, Norfolk Christian.

What skills is Jeremy Ingram, Cfa known for?

Jeremy Ingram, Cfa has skills like Mutual Funds, Equities, Fixed Income, Retirement Planning, Investments, Etfs, Strategic Financial Planning, Risk Management, Retirement, Private Equity, Wealth Planning Strategies, Estate Planning Strategies.

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