Jeremy Wayne Ingram

Employer firm

Beacon Harbor Wealth Advisors CRD 300243

$608M regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Virginia Beach, VA
• 11/2016 → 05/2019
  Wells Fargo Clearing Services, Llc
  Virginia Beach, VA
• 02/2019 → Present
  Beacon Harbor Wealth Advisors
  Virginia Beach, VA

Previous Registrations

• 2007-09-12 → 2019-05-21
  Wells Fargo Clearing Services, Llc
  Virginia Beach, VA
• 2001-02-05 → 2007-09-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Virginia Beach, VA
  Virginia Beach, VA

Other Businesses

1. GUARDIAN PARTNERS LLC; INV. RELATED; VIRGINIA BEACH, VA; CO-OWNER; START DATE 8/1/2018; 5 HRS PER MONTH; 0 HRS DURING TRADING. // 2. DUNLAP GARRICK COMMUNITY FOUNDATION, NOT INV RELATED, NORFOLK, VA, TREASURER, START 11/1/2018, 5 HOURS PER MONTH, ZERO DURING TRADING, ATTENDING MEETINGS TO DISCUSS RECONCILIATION OF FINANCIALS REGARDING FINANCIAL AID FOR PRIVATE SCHOOL STUDENTS.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-01

Designations

• Chartered Financial Analyst