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
- Lifestyle Planning Consultant * Investment Advisor * Qualified Plan Fiduciary @ Capital Investment Company of Virginia / Sollinda Capital Management & Family Of (May 2024 - Present)
- 401(k) Consultant * Investment and Retirement Advisor * Private Wealth Manager @ (January 2013 - May 2024)
- Investment Consultant @ (November 2011 - July 2013)
- Financial Advisor and Financial Planning Associate @ (October 2009 - October 2011)
J. Ingram Education
- UCLA Anderson School of Management
C(k)P Certified 401(k) Plan Professional (Qualified Plan Consultancy and Advisory)
2023-2024 - The American College
ChFC & CFP (Advanced Financial Planning)
2011-2016 - 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 - National Association of Plan Advisors
QPFC® CPFA™ (Fiduciary Services)
- fi360 - Global Fiduciary Standards of Excellence
AIF® - Accredited Investment Fiduciary (Prudent Practices for Investment Advisors, Stewards & Managers)
2015
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 C(k)P Certified 401(k) Plan Professional in Qualified Plan Consultancy and Advisory @ 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 2 mobile phone numbers on RocketReach.
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