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Jeremy Wayne Ingram

Beacon Harbor Wealth Advisors

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About Jeremy Wayne Ingram

Jeremy Ingram is a financial advisor with Beacon Harbor Wealth Advisors. Jeremy has been in the financial services industry for over 19 years. Jeremy has a wide range of experience in helping individuals and families achieve their financial goals. He is a Chartered Financial Analyst (CFA) and holds the Series 7 and Series 66 licenses. Jeremy is also a co-owner of Guardian Partners LLC. Jeremy is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Jeremy Ingram is currently registered with Beacon Harbor Wealth Advisors. Beacon Harbor Wealth Advisors is a Virginia Beach, VA-based registered investment advisor with approximately $625.6 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. They also participate in wrap fee programs.
Beacon Harbor Wealth Advisors

440 VIKING DRIVE, SUITE 200

VIRGINIA BEACH, VA 23452

$625.59M

Assets Under Management

15

Total Clients

4

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jeremy Ingram’s Registration & Firm History

VA

05/21/2019 - Present

Beacon Harbor Wealth Advisors (VIRGINIA BEACH VA)

VA

09/12/2007 - 05/21/2019

WELLS FARGO CLEARING SERVICES, LLC (VIRGINIA BEACH VA)

VA

11/15/2000 - 09/13/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)

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Licenses & Designations

BOTH

Issued 12/01/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Wayne Ingram.
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