Cade Jeffery Schacher

Employer firm

Woodmont Investment Counsel, LLC CRD 109779

$2.01B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2016 → 12/2020
  Regis University
  Bryan, TX
• 09/2016 → 02/2021
  Jpmorgan Chase Bank
  Bryan, TX
• 09/2016 → 02/2021
  Jp Morgan Securities Llc
  Bryan, TX
• 02/2021 → Present
  Woodmont Investment Counsel
  Nashville, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-26
• S63 Uniform Securities Agent State Law Examination
  2016-11-14

Designations

• Certified Financial Planner

Other Names

• Cade Schacher
• Cade J Schacher
• Cade Jeffery Schacher