![John W. Ueleke](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
John W. Ueleke
Keine laufenden Positionen mehr
Profil
Mr. John W.
Ueleke, MBA CFP, is a Founder & Chairman at Legacy Wealth Management, Inc. He founded Legacy Wealth Management in 1982.
His experience includes over 30 years of investment and personal financial management experience, in addition to seven years of management and lending at First Tennessee Bank.
He served as Chairman of the Board of Governors of the Community Foundation of Greater Memphis where he chaired the Investment Committee for seven years.
He is a charter member of the Rotary Club of Memphis-East where he chairs their foundation and is on the Executive Board of the Chickasaw Council of Boy Scouts.
He is a member of the Alpha Group, the premier professional study group of independent financial advisors.
His professional memberships include the Financial Planning Association, the National Committee on Planned Giving, the Planned Giving Council of Greater Memphis, the Economic Club of Memphis, and the Estate Planning Council of Memphis, where he is currently serving as President and board member.
Mr. Ueleke earned his M.B.A.
in Finance from Indiana University and a B.S.
from Southeast Missouri State University, where he received the Alumni Merit Award in October, 2008.
He received his CFP certification in 1986 and also holds the designations of Chartered Financial Consultant and Chartered Life Underwriter.
Ehemalige bekannte Positionen von John W. Ueleke
Unternehmen | Position | Ende |
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First Tennessee Bank Asset Management
![]() First Tennessee Bank Asset Management Investment ManagersFinance Founded in 1977, First Tennessee Bank Asset Management is a subsidiary of First Tennessee Bank NA and their ultimate parent is First Horizon National Corp. (NYSE: FHN). The firm is located in Memphis, Tennessee and has additional offices in Chattanooga and Knoxville. | Corporate Officer/Principal | 31.12.1981 |
Legacy Wealth Management, Inc.
![]() Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Gründer | - |
Ausbildung von John W. Ueleke
Indiana University | Masters Business Admin |
Southeast Missouri State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Legacy Wealth Management, Inc.
![]() Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Finance |
First Tennessee Bank Asset Management
![]() First Tennessee Bank Asset Management Investment ManagersFinance Founded in 1977, First Tennessee Bank Asset Management is a subsidiary of First Tennessee Bank NA and their ultimate parent is First Horizon National Corp. (NYSE: FHN). The firm is located in Memphis, Tennessee and has additional offices in Chattanooga and Knoxville. | Finance |