Profilo
Mr. Jerry B. Wade is Chief Executive & Investment Officer at Wade Financial Group, Inc. He founded Wade Financial Group in 1994.
He is also a President.
He chairs the firm’s Investment Committee, supervises the delivery of all services and is integrally involved with the strategic planning to help clients achieve their financial objectives.
Before founding WFG, Mr. Wade spent 10 years associated with American Express Financial Advisors.
During his tenure with Amex, he functioned as a financial planner, trainer and strategic consultant to IDS/Amex senior management.
A native of New Castle, Indiana, Mr. Wade is a 1981 graduate of Ball State University in Muncie, Indiana, with a Bachelor of Science Degree in Communications.
Precedenti posizioni note di Jerry Bovender Wade
| Società | Posizione | Fine |
|---|---|---|
American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
Wade Financial Group, Inc.
Wade Financial Group, Inc. Investment ManagersFinance Wade Financial Group tends to invest in the stocks of US and European companies in the finance, consumer non-durables, healthcare technology and energy minerals sectors. The firm invests across all market-caps, with emphasis on the stocks of large-cap companies | Amministratore Delegato | - |
Formazione di Jerry Bovender Wade
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Ball State University (Indiana)
Ball State University (Indiana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wade Financial Group, Inc.
Wade Financial Group, Inc. Investment ManagersFinance Wade Financial Group tends to invest in the stocks of US and European companies in the finance, consumer non-durables, healthcare technology and energy minerals sectors. The firm invests across all market-caps, with emphasis on the stocks of large-cap companies | Finance |
American Express Financial Advisors, Inc. |
















