Jeffery L. Ingraham

WELL ADVISED

Omaha, NE 68154

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CRD#: 4199507

Professional summary

Jeffery Lynn Ingraham, who also goes by Jeff Lynn Ingraham, is a registered financial advisor currently at WELL ADVISED, LLC located in Omaha, Nebraska.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jeffery has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Lynn Ingraham

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The Name of the other business: Omaha Advisors, Inc Investment Related?: Yes Address of other business: Omaha, NE Nature of other business: Nebraska Registered Investment Advisor/ Fixed Insurance Sales Your position: President/Insurance agent Start Date:01/2005 How many hours you devote to the other business per month: 40 How many hours you devote to the other business during securities trading hours: 8 Briefly describe your duties: Fixed Insurance Sales The Name of the other business: iWise, LLC Investment Related?: No Address of other business: Omaha, NE Nature of other business: Medicare Insurance Your position: Partner/Insurance Agent Start Date: 10/23/2019 How many hours you devote to the other business per month: 2 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Fixed Insurance sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Lynn Ingraham's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 5, 2023 - Present

WELL ADVISED, LLC

Office #1: 1055 N 115 St, Ste 204, Omaha, NE 68154

RIA

CRD#: 326148

Omaha, NE

Past

July 8, 2016 - May 5, 2023

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Omaha, NE

Past

June 18, 2013 - July 15, 2016

OMAHA ADVISORS, INC.

RIA

CRD#: 142513

OMAHA, NE

Past

January 11, 2013 - April 30, 2013

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

CRD#: 130390

RALEIGH, NC

Past

May 6, 2005 - December 31, 2011

FINANCIAL WEST GROUP

RIA

CRD#: 16668

OMAHA, NE

Past

August 16, 2004 - December 31, 2011

FINANCIAL WEST GROUP

CRD#: 16668

OMAHA, NE

Past

January 5, 2004 - August 26, 2004

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

October 3, 2000 - December 3, 2002

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OMAHA, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(4/21/2025)

IAR

Nebraska
(5/5/2023)

IAR

Texas
(12/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/28/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/1/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/11/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/2/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WELL ADVISED, LLC

CRD#: 326148 / SEC#:

Iowa

Registered Investment Advisory firm - (4/21/2025 Approved)

Nebraska

Registered Investment Advisory firm - (4/20/2023 Approved)

Texas

Registered Investment Advisory firm - (12/19/2024 Conditional Restricted)

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Contact information

Main Address

1055 N 115 St, Ste 204, Omaha, NE 68154

Mailing Address

Phone number

(402) 397-5033

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	43
AUM (Assets Under Management)	$ 5,105,976

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffery L. Ingraham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Lynn Ingraham's CRS (Customer Relationship Summary).

Certified licenses

Experience

HORTER INVESTMENT MANAGEMENT, LLC

OMAHA ADVISORS, INC.

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

FSC SECURITIES CORPORATION

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/28/2005

Series 63

Date: 8/1/2000

Series 7

Date: 3/11/2004

Series 6

Date: 10/2/2000

Current Firm

WELL ADVISED, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WELL ADVISED, LLC

TRUST BUT VERIFY

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