![Jeremy Dale Schares](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jeremy Dale Schares
Portfolio Manager-Equities at Waverly Advisors LLC (Alabama)
Jeremy Dale Schares active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Portfolio Manager-Equities | 31/12/2023 | - |
Career history of Jeremy Dale Schares
Former positions of Jeremy Dale Schares
Companies | Position | Start | End |
---|---|---|---|
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. | Portfolio Manager-Equities | 30/09/2008 | 31/12/2023 |
Training of Jeremy Dale Schares
Valparaiso University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
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 |
- Stock Market
- Insiders
- Jeremy Dale Schares
- Experience