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Jeffery Lynn Ingraham

Well Advised, LLC

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About Jeffery Lynn Ingraham

Jeffery Ingraham is a financial advisor in Omaha, Nebraska. Jeffery is registered with Well Advised, LLC and has been in the industry for over 20 years. Jeffery provides advisory services to both individuals and businesses and has a history of working with various firms including Liberty Partners Financial Services, LLC, Financial West Group, FSC Securities Corporation, and Mutual of Omaha Investor Services, Inc. Jeffery Ingraham is an experienced financial advisor who can help you achieve your financial goals.

Firm Information

Jeffery Ingraham is currently registered with Well Advised, LLC. Well Advised, LLC is an investment advisor with one licensed agent and one investment adviser representative, managing approximately $5.1 million in assets for 43 clients. The firm offers portfolio management for individuals and selection of other advisors.

$5.11M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffery Ingraham’s Registration & Firm History

NE

05/05/2023 - Present

Well Advised, LLC (OMAHA NE)

NC

01/11/2013 - 04/30/2013

LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)

NE

08/16/2004 - 12/31/2011

FINANCIAL WEST GROUP (OMAHA NE)

GA

01/05/2004 - 08/26/2004

FSC SECURITIES CORPORATION (ATLANTA GA)

NE

10/03/2000 - 12/03/2002

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 04/28/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2004

Series 7 - General Securities Representative Examination

BC

Issued 10/02/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jeffery Lynn Ingraham. Review regulatory record here.
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