Profile
Mr. Jerry B.
Wade is Chief Executive & Investment Officer at Wade Financial Group, Inc. He founded Wade Financial Group in 1994.
He is also a President.
He chairs the firm’s Investment Committee, supervises the delivery of all services and is integrally involved with the strategic planning to help clients achieve their financial objectives.
Before founding WFG, Mr. Wade spent 10 years associated with American Express Financial Advisors.
During his tenure with Amex, he functioned as a financial planner, trainer and strategic consultant to IDS/Amex senior management.
A native of New Castle, Indiana, Mr. Wade is a 1981 graduate of Ball State University in Muncie, Indiana, with a Bachelor of Science Degree in Communications.
Former positions of Jerry Bovender Wade
Companies | Position | End |
---|---|---|
American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
Wade Financial Group, Inc.
Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Chief Executive Officer | - |
Training of Jerry Bovender Wade
Ball State University (Indiana) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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American Express Financial Advisors, Inc. | |
Wade Financial Group, Inc.
Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Finance |
- Stock Market
- Insiders
- Jerry Bovender Wade