J. Ingram Email & Phone Number
Lifestyle Planning Consultant * Investment Advisor * Qualified Plan Fiduciary
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J. Ingram Location
- Roanoke, VA, US
J. Ingram Work
- 2024 -now Lifestyle Planning Consultant * Investment Advisor * Qualified Plan Fiduciary @ Capital Investment Company of Virginia / Sollinda Capital Management & Family Of
- 2013 -2024 401(k) Consultant * Investment and Retirement Advisor * Private Wealth Manager @
- 2011 -2013 Investment Consultant @
- 2009 -2011 Financial Advisor and Financial Planning Associate @
J. Ingram Education
- UCLA Anderson School of Management 2023-2024
- National Association of Plan Advisors
ChFC & CFP (Advanced Financial Planning)
2011-2016 - The American College 2011-2016
- fi360 - Global Fiduciary Standards of Excellence 2011-2015
- Securities Training Corporation
Series 7 & 66 (Investments and Securities)
2008-2009 - Roanoke College
BBA (Business Administration, Marketing, Statistics)
1998-2003 - Cave Spring HS
Advanced Studies Diploma (Marketing)
1995-1998
J. Ingram Skills
- Wealth Management
- Portfolio Management
- Retirement Planning
- Strategic Financial Planning
- Risk Management
- Investments
- Retirement
- Finance
- Financial Planning
- Retirement Income Forcasting
- 401k
J. Ingram Summary
- J. Ingram, based in Roanoke, VA, US, is currently a Lifestyle Planning Consultant * Investment Advisor * Qualified Plan Fiduciary at Capital Investment Company of Virginia / Sollinda Capital Management & Family Of. J. Ingram brings experience from previous roles at Capital Investment Companies, First Citizens Investor Services - Wealth Management / Trust & Estate and Greystone Financial Group a MetLife Planning Office. J. Ingram holds a 2023 - 2024 UCLA Anderson School of Management. With a robust skill set that includes Wealth Management, Portfolio Management, Retirement Planning, Strategic Financial Planning, Risk Management and more. J. Ingram has 1 emails and 1 mobile phone numbers on RocketReach.
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