Advisors at this firm
Tiffany H
Series 65
Atlanta, GA
IRC Wealth
Tiffany Hedemark is a financial advisor at IRC Wealth in Atlanta, GA, holding a Series 65 designation with eight years of industry experience. She has been with Investors Research Corporation since 2015. IRC Wealth provides financial planning and investment advisory services to individuals, corporations, and pension plans, focusing on long-term, retirement-oriented portfolios that primarily include stocks, ETFs, and cash equivalents. The firm employs a disciplined investment process involving weekly technical screening, fundamental analysis, and proprietary criteria to manage client portfolios.
Carol C
ChFC®, Series 63
Jersey City, NJ
IRC Wealth
Carol Cho is a financial advisor at IRC Wealth with 10 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining IRC Wealth in 2022, she worked at NYLIFE Securities LLC and New York Life from 2015 to 2022. IRC Wealth provides financial planning and both discretionary and non-discretionary investment advisory services to individuals, corporations, and pension plans. The firm focuses on long-term, retirement-oriented portfolios using a disciplined investment process that combines technical and fundamental analysis with proprietary screening criteria.
Jerry J
CFP®, ChFC®, Series 63
Atlanta, GA
IRC Wealth
Jerry Jones is a CFP® and ChFC® with seven years of industry experience. He currently works at IRC Wealth, a team-based firm in Atlanta, GA, and has previously been employed at firms including Northwestern Mutual Investment Services LLC and Bleakley Financial Group. Outside of his advisory role, he creates YouTube content reviewing hip hop music. IRC Wealth provides financial planning and investment advisory services to individuals, corporations, and pension plans, focusing on long-term, retirement-oriented portfolios primarily invested in stocks, ETFs, and cash equivalents. The firm employs a disciplined investment process that combines technical screening, fundamental analysis, and proprietary criteria to manage client portfolios.
Amy G
Series 65
Atlanta, GA
IRC Wealth
Amy Getz is a Series 65-licensed financial advisor at IRC Wealth in Atlanta, GA, with six years of industry experience. She has been with IRC Wealth since 2019 and previously spent 14 years as a homemaker. IRC Wealth provides financial planning and discretionary and non-discretionary investment advisory services to individuals, corporations, and pension plans. The firm focuses on long-term, retirement-oriented portfolios primarily composed of stocks, ETFs, and cash equivalents, using a disciplined investment process that includes weekly technical screening and fundamental analysis.
Zi Jia F
Series 65
Boston, MA
IRC Wealth
Zi Jia Fu is a financial advisor at IRC Wealth in Boston, MA, holding a Series 65 designation with three years of industry experience. Prior to joining IRC Wealth in 2021, Zi Jia worked at Hooli Home Boston, Brandeis University, HangZhou SiRui GuanTong Asset Management, and JIC Investment Company. IRC Wealth provides financial planning and investment advisory services to individuals, corporations, and pension plans, offering personalized financial profiles, ETF- and value/income-based model portfolios, and retirement-plan consulting. The firm focuses on long-term, retirement-oriented portfolios with a disciplined investment process that includes technical and fundamental analysis and proprietary screening criteria.
Meghan H
Series 65
Atlanta, GA
IRC Wealth
Meghan Henderson is a financial advisor at IRC Wealth with five years of industry experience. She holds a Series 65 designation and has worked at IRC Wealth in two separate periods totaling seven years. Prior to her financial advisory career, she was employed at Midwest Medical Enterprises from 2013 to 2017. IRC Wealth provides financial planning and investment advisory services to individuals, corporations, and pension plans, focusing on long-term, retirement-oriented portfolios primarily composed of stocks, ETFs, and cash equivalents. The firm employs a disciplined investment process that includes technical screening, fundamental analysis, and proprietary criteria to manage client portfolios.
David R
Series 65
Atlanta, GA
IRC Wealth
David Ragland is a Series 65-licensed financial advisor with 10 years of industry experience. He has been with IRC Wealth, LLC since 2014 and is also affiliated with Investors Research Corporation, where he has worked since 1985. At IRC Wealth, he serves as CEO, providing financial planning and outsourced CFO services. IRC Wealth offers financial planning and both discretionary and non-discretionary investment advisory services to individuals, corporations, and pension plans. The firm focuses on long-term, retirement-oriented portfolios using a disciplined investment process that includes technical screening, fundamental analysis, and proprietary criteria.
Aamina S
CFP®, Series 66
Atlanta, GA
IRC Wealth
Aamina Siddiqui is a CFP® with eight years of industry experience, currently serving as an advisor at IRC Wealth. Her prior roles include positions at 1776 Wealth, Fidelity Investments, Charles Schwab Bank, Morgan Stanley, and Merrill Lynch. IRC Wealth provides financial planning and investment advisory services to individuals, corporations, and pension plans, focusing on long-term, retirement-oriented portfolios primarily composed of stocks, ETFs, and cash equivalents. The firm employs a disciplined, multi-layered investment process that includes weekly technical screening and proprietary criteria to manage client portfolios.