
Jeremy Newgard
An experienced consultant and sales partner, I work directly with financial advisors to identify solutions to their clients’... | Birmingham, Alabama, United States
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Jeremy Newgard’s Emails je****@th****.com
Jeremy Newgard’s Phone Numbers No phone number available.
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Jeremy Newgard’s Location Birmingham, Alabama, United States
Jeremy Newgard’s Expertise An experienced consultant and sales partner, I work directly with financial advisors to identify solutions to their clients’ investment needs. My priority is building strong relationships that allow me to best understand advisors’ businesses and help position them for growth.
Jeremy Newgard’s Current Industry Epm Financial
Jeremy
Newgard’s Prior Industry
Colonial Life
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Waddell And Reed
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Ivy Investments
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Hartford Funds
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Rock Harbor
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Thrivent Asset Management
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Epm Financial
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Work Experience

Epm Financial
Chief Operating Officer
Mon Jul 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Thrivent Asset Management
Regional Investment Consultant
Tue Mar 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jul 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
Rock Harbor
Regional Sales Director
Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Mar 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Hartford Funds
Regional Vice President - Advisor Consultant at Hartford Funds
Thu Mar 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Ivy Investments
Regional Vice President
Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Mar 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Ivy Investments
Senior Regional Sales Specialist
Tue Dec 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Waddell And Reed
Client Services Represntative
Sun Jun 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Colonial Life
Sales Specialist
Fri Feb 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)