Sam Jurrens, Cfa, Cfp®

Sam Jurrens, Cfa, Cfp® Email and Phone Number

Ticker: EHLS (Nasdaq-listed) @ Even Herd
Sam Jurrens, Cfa, Cfp®'s Location
Oklahoma City, Oklahoma, United States, United States
Sam Jurrens, Cfa, Cfp®'s Contact Details

Sam Jurrens, Cfa, Cfp® work email

Sam Jurrens, Cfa, Cfp® personal email

n/a

Sam Jurrens, Cfa, Cfp® phone numbers

About Sam Jurrens, Cfa, Cfp®

Acting Chief Investment Officer for F.I.G. Financial, a Registered Investment Advisor that provides independent wealth management services to a discerning clientele. These services include financial planning, investment management, as well as providing access to insurance policies using needs-based analysis. F.I.G. currently works primarily with individuals and families with no set account minimums. Also acting Co-CIO for Carlson Ridge Capital, a value-based investment manager overseeing two alternative investments for Qualified Investors only. Also, currently engaged in building projects through JRE Holdings.

Sam Jurrens, Cfa, Cfp®'s Current Company Details
Even Herd

Even Herd

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Ticker: EHLS (Nasdaq-listed)
Sam Jurrens, Cfa, Cfp® Work Experience Details
  • Even Herd
    Chief Executive Officer
    Even Herd Jul 2023 - Present
    Founder and CEO of Even Herd, an ETF manager focusing on creating systematized investment products agnostic to market timing, catering to fiduciary institutions like financial advisors, with strategies guided by a proprietary system built entirely in-house and not bound by rigid style boxes. The initial strategy launched in April 2024, Even Herd Long/Short ETF (Ticker: EHLS, Nasdaq-listed).
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  • F.I.G. Financial Advisory Services, Inc.
    Chief Investment Officer
    F.I.G. Financial Advisory Services, Inc. Jun 2010 - Present
    Oklahoma City, Oklahoma, Us
    F.I.G. Financial is a Registered Investment Advisor that provides independent wealth management services to a discerning clientele. These services include financial planning, investment management, as well as providing access to insurance policies using needs-based analysis. Current acting Chief Investment Officer with primary duties including Portfolio and Investment management along with all Trading Activities. F.I.G. trades in public equities, publicly traded REITs, in addition to mutual funds and ETFs.
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  • Carlson Ridge Capital
    Co-Founder
    Carlson Ridge Capital May 2016 - Present
    Co-founded Carlson Ridge Capital, a value-based hedge fund manager.
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  • Jre Holdings, Llc
    Manager & Founder
    Jre Holdings, Llc Jan 2017 - Present
    Self-funded real estate developement and investment company, focused primarily on designing, building, and investing in commercial real estate.
  • Jurrens Family Foundation
    Chairman
    Jurrens Family Foundation Jan 2014 - Present
    Co-Founded the Jurrens Family Foundation in 2014. Acting Chairman and Treasurer for the foundation, currently handling all accounting, investment and tax activities, including 990-PF filing requirements.
  • The Baker Group Lp
    Credit Risk Analyst
    The Baker Group Lp Apr 2008 - May 2010
    Oklahoma City, Ok, Us
    Researched and analyzed various municipalities financial statements, primarily extracting data to be used for muni GO and REV bond analysis. In some cases, made calculations to derive missing information in statements to translate into the proprietary database. Extensively used Bloomberg Terminals and Excel for majority of tasks.
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Sam Jurrens, Cfa, Cfp® Skills

Investments Portfolio Management Microsoft Office Equities Securities Microsoft Excel Mutual Funds Finance Trading Asset Management Financial Services Due Diligence Strategic Financial Planning Asset Managment Economics Fixed Income Equity Research Analysis Fixed Income Analysis Series 65 Financial Modeling Stocks Accounting Graphic Design Statistics Financial Planning Financial Analysis Wealth Management Wealth Management Services Asset Allocation Alternative Investments Investment Strategies Investment Management Investment Advisory Investment Advisory Services

Sam Jurrens, Cfa, Cfp® Education Details

  • University Of Oklahoma - Price College Of Business
    University Of Oklahoma - Price College Of Business
    Chinese
  • Fudan University
    Fudan University
    Chinese (Mandarin)

Frequently Asked Questions about Sam Jurrens, Cfa, Cfp®

What company does Sam Jurrens, Cfa, Cfp® work for?

Sam Jurrens, Cfa, Cfp® works for Even Herd

What is Sam Jurrens, Cfa, Cfp®'s role at the current company?

Sam Jurrens, Cfa, Cfp®'s current role is Ticker: EHLS (Nasdaq-listed).

What is Sam Jurrens, Cfa, Cfp®'s email address?

Sam Jurrens, Cfa, Cfp®'s email address is sa****@****ial.com

What is Sam Jurrens, Cfa, Cfp®'s direct phone number?

Sam Jurrens, Cfa, Cfp®'s direct phone number is (405) 844*****

What schools did Sam Jurrens, Cfa, Cfp® attend?

Sam Jurrens, Cfa, Cfp® attended University Of Oklahoma - Price College Of Business, Fudan University.

What skills is Sam Jurrens, Cfa, Cfp® known for?

Sam Jurrens, Cfa, Cfp® has skills like Investments, Portfolio Management, Microsoft Office, Equities, Securities, Microsoft Excel, Mutual Funds, Finance, Trading, Asset Management, Financial Services, Due Diligence.

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