Cade Jeffery Schacher
Investment adviser representative at Woodmont Investment Counsel, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Woodmont Investment Counsel, LLCFeb 2021 to now
- JP Morgan Securities LLCSep 2016 to Feb 2021
- JPMorgan Chase BankSep 2016 to Feb 2021
- Regis UniversityAug 2016 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TN).
Woodmont Investment Counsel, LLC
$2BAssets managed
468Clients
11Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6714041
- Firm CRD
- 109779