Jeff Powell

Chief Executive Officer at Polaris Equity Management, Inc.

Finance

Consumer Services

Profile

Jeffrey John Powell is the founder of Polaris Wealth Advisory Group LLC, which was founded in 2011.
He held the title of Managing Partner from 2011 to 2022.
Currently, he is the President & Chief Executive Officer at Polaris Equity Management, Inc. where he has been since 1998.
He previously worked as a Managing Partner at Polaris Wealth Advisers LLC.
Mr. Powell received his undergraduate degree from the University of Oregon in 1990.

Jeff Powell active positions

Companies	Position	Start
Polaris Equity Management, Inc. Polaris Equity Management, Inc. Investment ManagersFinance Polaris Equity Management, Inc. operates as investment advisory firm. It also provides wealth management and financial planning services to its clients. Polaris Equity Management was founded in 1998 and is headquartered in San Francisco, CA.	Chief Executive Officer	1998-06-30

All active positions of Jeff Powell

Former positions of Jeff Powell

Companies	Position	End
Polaris Wealth Advisory Group LLC Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs).	Chief Executive Officer	2022-10-31
Polaris Wealth Advisers LLC	Chief Investment Officer	2015-10-20

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Training of Jeff Powell

University of Oregon

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

100 +

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Linked companies

Private companies	3
Polaris Equity Management, Inc. Polaris Equity Management, Inc. Investment ManagersFinance Polaris Equity Management, Inc. operates as investment advisory firm. It also provides wealth management and financial planning services to its clients. Polaris Equity Management was founded in 1998 and is headquartered in San Francisco, CA.	Finance
Polaris Wealth Advisers LLC	Finance
Polaris Wealth Advisory Group LLC Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs).	Finance

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