Jeff Powell
Chief Executive Officer at Polaris Equity Management, Inc.
Profile
Jeffrey John Powell is the founder of Polaris Wealth Advisory Group LLC, which was founded in 2011.
He held the title of Managing Partner from 2011 to 2022.
Currently, he is the President & Chief Executive Officer at Polaris Equity Management, Inc. where he has been since 1998.
He previously worked as a Managing Partner at Polaris Wealth Advisers LLC.
Mr. Powell received his undergraduate degree from the University of Oregon in 1990.
Jeff Powell active positions
Companies | Position | Start |
---|---|---|
Polaris Equity Management, Inc.
Polaris Equity Management, Inc. Investment ManagersFinance Polaris Equity Management, Inc. operates as investment advisory firm. It also provides wealth management and financial planning services to its clients. Polaris Equity Management was founded in 1998 and is headquartered in San Francisco, CA. | Chief Executive Officer | 30/06/1998 |
Former positions of Jeff Powell
Companies | Position | End |
---|---|---|
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Chief Executive Officer | 31/10/2022 |
Polaris Wealth Advisers LLC | Chief Investment Officer | 20/10/2015 |
Training of Jeff Powell
University of Oregon | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Polaris Equity Management, Inc.
Polaris Equity Management, Inc. Investment ManagersFinance Polaris Equity Management, Inc. operates as investment advisory firm. It also provides wealth management and financial planning services to its clients. Polaris Equity Management was founded in 1998 and is headquartered in San Francisco, CA. | Finance |
Polaris Wealth Advisers LLC | Finance |
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Finance |
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