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Jeremy Ingram, Cfa Email & Phone Number
Founder, Co-President and CEO, Chief Investment Officer
at
Beacon Harbor Wealth Advisors
1 work email found
@beaconharborwealth.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder, Co-President and CEO, Chief Investment Officer
Location
Virginia Beach, Virginia, United States
Company size
Who is Jeremy Ingram, Cfa? Overview
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Quick answer
Jeremy Ingram, Cfa is listed as Founder, Co-President and CEO, Chief Investment Officer at Beacon Harbor Wealth Advisors, a with 3 employees, based in Virginia Beach, Virginia, United States. AeroLeads shows a work email signal at beaconharborwealth.com and a matched LinkedIn profile for Jeremy Ingram, Cfa.
Jeremy Ingram, Cfa previously worked as Founder, Co-President & CEO, Chief Investment Officer at Beacon Harbor Wealth Advisors and Managing Director-Investments, PIM Portfolio Manager at Macdonald & Ingram Wealth Management Group Of Wells Fargo Advisors. Jeremy Ingram, Cfa holds Ba, Economics And Business from Virginia Military Institute.
Company email context
Email format at Beacon Harbor Wealth Advisors
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*@beaconharborwealth.com
71% confidence
AeroLeads found 1 current-domain work email signal for Jeremy Ingram, Cfa. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Mutual Funds, Equities, Fixed Income, Retirement Planning, and 8 others.
Current workplace
Jeremy Ingram, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Beacon Harbor Wealth Advisors
5 roles
Jeremy Ingram, Cfa work experience
A career timeline built from the work history available for this profile.
Founder, Co-President & Ceo, Chief Investment Officer
Current
Beacon Harbor Wealth Advisors
Dec 2018 - Present
Managing Director-Investments, Pim Portfolio Manager
Macdonald & Ingram Wealth Management Group Of Wells Fargo Advisors
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
Sep 2007 - May 2019
Financial Advisor
Sep 2000 - Sep 2007
Captain, Contracting Officer
Jun 1995 - Aug 2000
4 education records
Jeremy Ingram, Cfa education
Ba, Economics And Business
Mba, Entrepreneurship And Finance
Education record
Lead Hampton Roads
Education record
Norfolk Christian
FAQ
Frequently asked questions about Jeremy Ingram, Cfa
Quick answers generated from the profile data available on this page.
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 Beacon Harbor Wealth Advisors?
Jeremy Ingram, Cfa is listed as Founder, Co-President and CEO, Chief Investment Officer at Beacon Harbor Wealth Advisors.
What is Jeremy Ingram, Cfa's email address?
AeroLeads has found 1 work email signal at @beaconharborwealth.com for Jeremy Ingram, Cfa at Beacon Harbor Wealth Advisors.
Where is Jeremy Ingram, Cfa based?
Jeremy Ingram, Cfa is based in Virginia Beach, Virginia, United States while working with Beacon Harbor Wealth Advisors.
What companies has Jeremy Ingram, Cfa worked for?
Jeremy Ingram, Cfa has worked for Beacon Harbor Wealth Advisors, Macdonald & Ingram Wealth Management Group Of Wells Fargo Advisors, Merrill Lynch, and United States Air Force.
How can I contact Jeremy Ingram, Cfa?
You can use AeroLeads to view verified contact signals for Jeremy Ingram, Cfa at Beacon Harbor Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jeremy Ingram, Cfa attend?
Jeremy Ingram, Cfa holds Ba, Economics And Business from Virginia Military Institute.
What skills is Jeremy Ingram, Cfa known for?
Jeremy Ingram, Cfa is listed with skills including Mutual Funds, Equities, Fixed Income, Retirement Planning, Investments, Etfs, Strategic Financial Planning, and Risk Management.
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