Edward Humphreys II

JR’s experience as a financial consultant spans more than 25 years, and he has worked extensively in alternative asset allocations and the creation of equity selection processes to achieve greater quantitative and more disciplined equity selections. Working much of that time as a portfolio manager at BKD Wealth Advisor, JR previously served as a trust investment officer at United Bank in West Virginia, and as a senior options specialist in the active trader division at Charles Schwab in Indianapolis.

At Sheaff Brock, JR serves as portfolio manager for both the Preferred Income and the REIT investment portfolios, where he is responsible for securities selection, building the portfolios, and trading. He also serves as a member of the Sheaff Brock investment committee, helping analyze its equity portfolios and make strategy recommendations.

JR holds a Bachelor of Business Administration degree in Finance from Marshall University in Huntington, West Virginia, where he was also a member of Omicron Delta Epsilon, International Honor Society for Economics.