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Portfolio Management for Individuals Advisors in Arizona
901 Results
Unclaimed

Morgan Stanley

location

Scottsdale, AZ

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Jera Dae Cain is a financial advisor with Morgan Stanley in Scottsdale, Arizona. Jera has been in the industry since 2003 and has a broad range of experience, including working with individuals, businesses, and institutions. Jera is a registered representative with FINRA and is also licensed to sell insurance. Jera holds the Series 66, 7, 9, 10, and 24 licenses. Jera has previously worked for ARQUE CAPITAL, LTD. and FOX & COMPANY INVESTMENTS INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

PEORIA, AZ

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Jeremiah Steven Miller is a registered investment advisor representative with Morgan Stanley. Jeremiah has been in the financial services industry for over 10 years, and is registered in 28 states. Jeremiah is dedicated to providing personalized financial advice to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Gilbert, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Nelson is a financial advisor with Morgan Stanley, working in the Gilbert, AZ branch office. Jeremy has been working in the financial services industry since 2017. Previously, Jeremy worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeremy Nelson is registered in 53 states and the District of Columbia, including Arizona and Texas. Jeremy holds FINRA Series 7, 9, 10 and 66 licenses. Jeremy holds a Securities Industry Essentials (SIE) certification. Jeremy offers investment advisory services including financial planning, pension consulting, educational seminars, and selection of other advisors. Jeremy works with a range of client types, including individuals, high-net-worth individuals, corporations, institutions, investment companies, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

State Farm Investment Management Corp.

location

Scottsdale, AZ

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Mueller is a financial advisor in Scottsdale, Arizona. Jeremy is registered with the state of Arizona and holds the Series 6, Series 63, Series 65 and SIE licenses. Jeremy is affiliated with State Farm Investment Management Corp. and offers investment advisory services to individuals and investment companies. Jeremy has been a financial professional for over 20 years and has a proven track record of helping clients achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed
location

Tempe , AZ

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy A. Bates is a financial advisor at Morgan Stanley. Jeremy has been in the industry since June 29, 2019. Jeremy is registered with the state of Arizona and Texas. Jeremy is a Series 6, 7, 63, and 66 licensed professional.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Scottsdale, AZ

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Christopher Horton is a financial advisor registered with Morgan Stanley. He has been in the industry since December 2008. Jeremy is registered with the state of Texas and California. He is also a registered representative with FINRA and holds Series 7 and Series 66 licenses. His office is located in Scottsdale, AZ.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Tempe, AZ

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jeremy Rudolph Tapia is an investment advisor representative with Morgan Stanley. Jeremy is registered with the state of Arizona and has been working in the financial services industry since 2016. Jeremy has passed exams for Series 63, Series 66, Series 7 and the Securities Industry Essentials Examination (SIE). Jeremy's current employer, Morgan Stanley, is headquartered in Purchase, New York and manages assets between $10 billion and $50 billion. Morgan Stanley offers financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Creativeone Wealth, LLC

location

Gold Canyon, AZ

disclosure

2 Disclosures

ADVISOR BIO

Jerry Morgan is a financial advisor with CreativeOne Wealth, LLC in Overland Park, KS. Jerry has been a registered representative in the financial services industry since 1983. Jerry is licensed to provide investment advice in Arizona. Jerry Morgan is also a licensed insurance agent.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SUB ADVISER SERVICES
Publication of Financial Periodicals
Unclaimed

State Farm Investment Management Corp.

location

Scottsdale, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Jessica Schuster is a financial advisor registered in Arizona, Colorado and New Mexico. Jessica is affiliated with State Farm Investment Management Corp. and has been in the industry since May 12, 2022. Jessica provides portfolio management for individuals and investment companies.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Summit Global Investments, LLC

location

Mesa, AZ

0 Disclosures

ADVISOR BIO

Jessica Wright is a financial advisor with Summit Global Investments, LLC. She is a Registered Investment Advisor and specializes in providing investment advice to clients. Jessica has been in the financial industry since 2017, and she holds a Series 6, Series 63 and Series 65 license. Jessica is dedicated to helping clients reach their financial goals. She works with a variety of clients, including individuals, families, businesses, and retirement plans. Jessica offers a variety of financial services, including investment management, financial planning, and retirement planning. She is committed to providing her clients with personalized service and tailored financial advice.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ANALYTICAL SERVICES.
Portfolio Management for Pooled Investment Vehicles

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