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Jeremy Dee Witbeck
Corporate Officer/Principal at RWA Wealth Partners LLC
Jeremy Dee Witbeck active positions
Companies | Position | Start | End |
---|---|---|---|
RWA Wealth Partners LLC
![]() RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Corporate Officer/Principal | 31/10/2023 | - |
Career history of Jeremy Dee Witbeck
Former positions of Jeremy Dee Witbeck
Companies | Position | Start | 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). | Investment Committee Member | 30/09/2015 | - |
Corporate Officer/Principal | 30/09/2017 | 31/10/2023 | |
Gould Asset Management LLC
![]() Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | Portfolio Manager-Equities | 30/09/2012 | 31/01/2014 |
Portfolio Manager-Fixed Income | 30/09/2012 | 31/01/2014 | |
Sales & Marketing | 30/09/2012 | 31/01/2014 | |
Farmers Insurance Co., Inc.
![]() Farmers Insurance Co., Inc. Insurance Brokers/ServicesFinance Part of Zurich Insurance Group AG, Farmers Insurance Co., Inc. is a company that provides insurance agency services. The company is based in Olathe, KS and was founded in 1955. | Corporate Officer/Principal | 29/09/2012 | 29/09/2012 |
Sempra Energy Foundation
![]() Sempra Energy Foundation Investment Trusts/Mutual FundsMiscellaneous Sempra Energy Foundation is a non-profit organization, which develops energy infrastructure, operates utilities, and provide related products and services. The company was founded in 2007 and is headquartered in San Diego, CA. | Corporate Officer/Principal | 27/02/2010 | 27/02/2010 |
Training of Jeremy Dee Witbeck
University of Arizona | Undergraduate Degree |
California Lutheran University | Masters Business Admin |
Statistics
International
United States | 8 |
Operational
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Gould Asset Management LLC
![]() Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | Finance |
Farmers Insurance Co., Inc.
![]() Farmers Insurance Co., Inc. Insurance Brokers/ServicesFinance Part of Zurich Insurance Group AG, Farmers Insurance Co., Inc. is a company that provides insurance agency services. The company is based in Olathe, KS and was founded in 1955. | Finance |
Sempra Energy Foundation
![]() Sempra Energy Foundation Investment Trusts/Mutual FundsMiscellaneous Sempra Energy Foundation is a non-profit organization, which develops energy infrastructure, operates utilities, and provide related products and services. The company was founded in 2007 and is headquartered in San Diego, CA. | Miscellaneous |
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 |
RWA Wealth Partners LLC
![]() RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Finance |
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