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Jeremy Z
Series 65
Springfield, MO
Wealthcare Asset Management, LLC
Jeremy Zickefoose is a Series 65-licensed advisor at Wealthcare Asset Management, LLC with one year of industry experience. Prior to joining Wealthcare, he worked at Globe Life - Liberty National and has been the owner of White Tornado Cleaning Services, a commercial janitorial business, since 2022. Wealthcare Asset Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm employs a technical and market-timing investment approach using ETFs, stocks, bonds, mutual funds, and options, with a disciplined sell-side strategy aimed at risk mitigation.
Eric B
Series 65
Springfield, MO
Wealthcare Asset Management, LLC
Eric Burlison is a Series 65 registered advisor with WealthCare Asset Management, LLC in Springfield, MO, bringing seven years of industry experience. He has served in the United States House of Representatives since 2023 and was previously a member of the Missouri General Assembly. In addition to his advisory role, Burlison is involved with American Tax Strategies, LLC. WealthCare Asset Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a technical and market-timing investment approach with a disciplined, sell-side focus to mitigate risk, managing portfolios that include ETFs, individual stocks, bonds, mutual funds, and options.
James W
Series 63, Series 65
Springfield, MO
Wealthcare Asset Management, LLC
James Watts is a financial advisor with Wealthcare Asset Management, LLC, holding Series 63 and Series 65 licenses and has 28 years of industry experience. His work history includes roles at WealthCare Corporation, Regal Investment Advisors, and American Tax Strategies. Outside of his advisory work, he owns and operates Wattswood Farms, a livestock farm. Wealthcare Asset Management is a registered investment adviser providing discretionary asset management for individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a technical and market-timing investment approach focused on risk mitigation, employing a variety of securities and derivatives strategies within managed accounts.
Joey L
Series 65
Springfield, MO
Wealthcare Asset Management, LLC
Joey Ledford is a financial advisor at Wealthcare Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked with Funeral Directors Life and Dairy Farmers of America. He is also involved with American Tax Strategies, LLC as an insurance agent. WealthCare Asset Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm employs a disciplined, technical investment process focused on risk mitigation through market-timing analysis and constructs portfolios using ETFs, stocks, bonds, mutual funds, and options.
Matthew D
Series 65
Springfield, MO
Wealthcare Asset Management, LLC
Matthew Dean is a financial advisor at Wealthcare Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at American Tax Strategies, LLC and WealthCare Corporation. In addition to his advisory role, he is a Medicare insurance broker at American Tax Strategies, where he dedicates approximately 5% of his time. WealthCare Asset Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a technical, market-timing investment approach with a disciplined sell-side strategy, managing portfolios that include ETFs, stocks, bonds, mutual funds, and options.
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