Jeremy Dale Schares
Portefeuillebeheerder-Aandelen bij Waverly Advisors LLC (Alabama)
Profiel
Mr. Jeremy D.
Schares is a Partner & Wealth Advisor at Waverly Advisors LLC (Alabama).
He joined Waverly Advisors in January of 2024.
Mr. Schares was previously employed as a Vice President of Wealth Management by Strategiq Financial Group LLC.
He received his Bachelor of Science in Business Administration from Valparaiso University
Actieve functies van Jeremy Dale Schares
| Bedrijven | Functie | Begin |
|---|---|---|
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 |
Eerdere bekende functies van Jeremy Dale Schares
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 01-01-2024 |
Opleiding van Jeremy Dale Schares
| Valparaiso University | Undergraduate Degree |
Ervaring
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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 |
