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Jeffery I
Series 63, Series 65
Omaha, NE
Well Advised, LLC
Jeffery Ingraham is a financial advisor with Well Advised, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Horter Investment Management, LLC and Omaha Advisors, Inc., where he served as President and insurance agent. Outside of his advisory role, Ingraham is a partner in iWise, LLC, a Medicare insurance business. Well Advised, LLC is a small independent advisory firm that primarily serves individual and high-net-worth clients with discretionary asset management and financial planning. The firm offers tailored portfolio management using a mix of fundamental, technical, and charting analyses, alongside a fee-based annuity advisory option delivered through specific custodial platforms.
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