Profil
Mr. Leland L.
Moyer, Jr., is an Analyst at JFG Wealth Management LLC.
He works closely with the Advisors and the Investments and Accounting Teams to create strategic financial plans for clients.
Prior to joining Johnson Financial Group, Mr. Moyer worked for Lincoln Financial Advisors in various financial planning roles for sixteen years.
During his tenure there, he excelled at producing financial plans for estate planning, wealth management and retirement.
He earned his Master of Science in Accounting from the University of Colorado, Denver.
He also received a Bachelor of Science in Business Administration from the University of Vermont and a Bachelor of Science in Computer Information Systems from Metropolitan State University of Denver.
Aktive Positionen von Andy Moyer
Unternehmen | Position | Beginn |
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JFG Wealth Management LLC
JFG Wealth Management LLC Investment ManagersFinance JFG Wealth Management LLC (JFG) is a SEC-registered registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded in 2002 and is principally owned by Johnson Financial Group LLC. JFG provides investment advice to high net-worth individuals, pension and profit-sharing plans, and charitable organizations. | Analyst-Equity | 01.11.2016 |
Ehemalige bekannte Positionen von Andy Moyer
Unternehmen | Position | Ende |
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Lincoln Financial Advisors Corp.
Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Corporate Officer/Principal | 01.01.2015 |
Ausbildung von Andy Moyer
Metropolitan State University of Denver | Undergraduate Degree |
The University of Colorado | Graduate Degree |
University of Vermont | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Lincoln Financial Advisors Corp.
Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Finance |
JFG Wealth Management LLC
JFG Wealth Management LLC Investment ManagersFinance JFG Wealth Management LLC (JFG) is a SEC-registered registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded in 2002 and is principally owned by Johnson Financial Group LLC. JFG provides investment advice to high net-worth individuals, pension and profit-sharing plans, and charitable organizations. | Finance |