JI
Jeremy W. Ingram
BEACON HARBOR WEALTH ADVISORS
Virginia Beach, VA 23452
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CRD#: 4281667
JI
Professional summary
Jeremy Wayne Ingram, CFA is a registered financial advisor currently at BEACON HARBOR WEALTH ADVISORS located in Virginia Beach, Virginia.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jeremy has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
NORFOLK CHRISTIAN H.S.; NOT INV; NORFOLK, VA; START: 11/15/2014; HOURS: 32 PER MONTH - 0 DURING TRADING; DUTIES: HEAD WRESTLING COACH
EO (ENTREPRENEURS ORGANIZATION); INV RELATED; VIRGINIA BEACH, VA; MEMBER; START 11/2015; 4 HOURS PER MONTH/0 DURING TRADING; BUSINESS NETWORKING.
BEACON HARBOR WEALTH ADVISORS INC.; INV. RELATED; VIRGINIA BEACH, VA; CO-OWNER; RIA; START 12/2018; 10 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ESTABLISHING AND MANAGING INVESTMENT FIRM AND CLIENT ASSETS.
GUARDIAN PARTNERS LLC; INV. RELATED; VIRGINIA BEACH, VA; CO-OWNER; START DATE 8/1/2018; 5 HRS PER MONTH; 0 HRS DURING TRADING.
DUNLAP GARRICK COMMUNITY FOUNDATION, NOT INV RELATED, NORFOLK, VA, TREASURER, START 11/1/2018, 5 HOURS PER MONTH, ZERO DURING TRADING, ATTENDING MEETINGS TO DISCUSS RECONCILIATION OF FINANCIALS REGARDING FINANCIAL AID FOR PRIVATE SCHOOL STUDENTS.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Wayne Ingram'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®
Experience
Current
May 16, 2019 - Present
BEACON HARBOR WEALTH ADVISORS
Office #1: 440 Viking Drive, Suite 200, Virginia Beach, VA 23452RIA
CRD#: 300243
Virginia Beach, VA
Past
September 12, 2007 - May 21, 2019
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
VIRGINIA BEACH, VA
Past
September 12, 2007 - May 21, 2019
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
VIRGINIA BEACH, VA
Past
February 5, 2001 - September 13, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
VIRGINIA BEACH, VA
Past
November 15, 2000 - September 13, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
VIRGINIA BEACH, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BH
BEACON HARBOR WEALTH ADVISORS
BEACON HARBOR WEALTH ADVISORS | BEACON HARBOR WEALTH ADVISORS, INC.
CRD#: 300243 / SEC#: 801-114773
RIA
Registered Investment Advisory firm - (2/11/2019 Approved)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
Texas(5/16/2019)
IAR
Virginia(5/21/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BH
BEACON HARBOR WEALTH ADVISORS
BEACON HARBOR WEALTH ADVISORS | BEACON HARBOR WEALTH ADVISORS, INC.
CRD#: 300243 / SEC#: 801-114773
RIA
Registered Investment Advisory firm - (2/11/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
440 Viking Drive, Suite 200, Virginia Beach, VA 23452
Mailing Address
Phone number
(757) 644-4545
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,599 |
| AUM (Assets Under Management) | $ 625,592,439 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2024 | ||
| 11/01/2023 | ||
| 01/12/2023 |
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.
