AeroLeads people directory · profile
Sam Jurrens, Cfa, Cfp® Email & Phone Number
Founder
at
Helmsted, Inc.
2 work emails found
@figfinancial.com
1 phone found area 405
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Sam Jurrens, Cfa, Cfp®? Overview
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Quick answer
Sam Jurrens, Cfa, Cfp® is listed as Founder at Helmsted, Inc., based in Oklahoma City, Oklahoma, United States. AeroLeads shows a work email signal at figfinancial.com, phone signal with area code 405, and a matched LinkedIn profile for Sam Jurrens, Cfa, Cfp®.
Sam Jurrens, Cfa, Cfp® previously worked as Chief Executive Officer at Even Herd and Chief Investment Officer at F.I.G. Financial Advisory Services, Inc.. Sam Jurrens, Cfa, Cfp® holds Ba, Ib, Finance, Chinese from University Of Oklahoma - Price College Of Business.
Company email context
Email format at Helmsted, Inc.
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*@figfinancial.com
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AeroLeads found 2 current-domain work email signals for Sam Jurrens, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Investments, Portfolio Management, Microsoft Office, Equities, and 30 others.
Current workplace
Sam Jurrens, Cfa, Cfp®'s current company
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7 roles
Sam Jurrens, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Chief Executive Officer
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).
Chief Investment Officer
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.
Co-Founder
Co-founded Carlson Ridge Capital, a value-based hedge fund manager.
Manager & Founder
Jre Holdings, Llc
Self-funded real estate developement and investment company, focused primarily on designing, building, and investing in commercial real estate.
Chairman
Jurrens Family Foundation
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.
Credit Risk Analyst
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.
Apr 2008 - May 2010
2 education records
Sam Jurrens, Cfa, Cfp® education
Ba, Ib, Finance, Chinese
University Of Oklahoma - Price College Of Business
Chinese (Mandarin)
Fudan University
FAQ
Frequently asked questions about Sam Jurrens, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Sam Jurrens, Cfa, Cfp® work for?
Sam Jurrens, Cfa, Cfp® works for Helmsted, Inc..
What is Sam Jurrens, Cfa, Cfp®'s role at Helmsted, Inc.?
Sam Jurrens, Cfa, Cfp® is listed as Founder at Helmsted, Inc..
What is Sam Jurrens, Cfa, Cfp®'s email address?
AeroLeads has found 2 work email signals at @figfinancial.com for Sam Jurrens, Cfa, Cfp® at Helmsted, Inc..
What is Sam Jurrens, Cfa, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 405 for Sam Jurrens, Cfa, Cfp® at Helmsted, Inc..
Where is Sam Jurrens, Cfa, Cfp® based?
Sam Jurrens, Cfa, Cfp® is based in Oklahoma City, Oklahoma, United States while working with Helmsted, Inc..
What companies has Sam Jurrens, Cfa, Cfp® worked for?
Sam Jurrens, Cfa, Cfp® has worked for Helmsted, Inc., Even Herd, F.I.G. Financial Advisory Services, Inc., Carlson Ridge Capital, and Jre Holdings, Llc.
How can I contact Sam Jurrens, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Sam Jurrens, Cfa, Cfp® at Helmsted, Inc., including work email, phone, and LinkedIn data when available.
What schools did Sam Jurrens, Cfa, Cfp® attend?
Sam Jurrens, Cfa, Cfp® holds Ba, Ib, Finance, Chinese from University Of Oklahoma - Price College Of Business.
What skills is Sam Jurrens, Cfa, Cfp® known for?
Sam Jurrens, Cfa, Cfp® is listed with skills including Investments, Portfolio Management, Microsoft Office, Equities, Securities, Microsoft Excel, Mutual Funds, and Finance.
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