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Jane Edmondson
Algemeen Directeur bij EQM Capital LLC
Actieve functies van Jane Edmondson
Bedrijven | Functie | Begin | Einde |
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EQM Capital LLC
![]() EQM Capital LLC Investment ManagersFinance JLE Wealth Management LLC (JLE) is an independent, employee and woman-owned, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jane Edmondson in 2013 as EQM Capital LLC and changed their name to JLE Wealth Management LLC in 2024. JLE provides financial advisors and individual investors with risk managed ETF Model Portfolio solutions. | Algemeen Directeur | 01-01-2013 | - |
Compliance Officer | 01-01-2013 | - | |
Oprichter | 01-01-2013 | - | |
Portefeuillebeheerder-Aandelen | 01-01-2013 | - | |
EQM Indexes LLC
![]() EQM Indexes LLC Investment ManagersFinance EQM Indexes LLC creates and supports indexes that track growth industries and emerging investment themes. It offers thematic indexes such as online retail, international ecommerce, block chain, battery metals and mining, brand value, and global cannabis. The company was founded by Jane Edmondson and Dan Janowiak and is headquartered in San Diego, CA. | Algemeen Directeur | - | - |
Oprichter | - | - |
Loopbaan van Jane Edmondson
Eerdere bekende functies van Jane Edmondson
Bedrijven | Functie | Begin | Einde |
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Allianz Global Investors U.S. LLC
![]() Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Portefeuillebeheerder-Aandelen | 14-07-2010 | 01-10-2012 |
Nicholas-Applegate Capital Management
![]() Nicholas-Applegate Capital Management Investment ManagersFinance Founded in 1984, Nicholas-Applegate Capital Management is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Allianz of America, Inc., and their ultimate parent is Allianz AG (NYSE: AZ). Nicholas-Applegate manages assets for individual and institutional investors including corporate and government retirement plans, foundations, endowments and mutual fund families. | Portefeuillebeheerder-Aandelen | 01-01-1996 | 01-01-2010 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Corporate Officer/Principal | 01-10-1991 | - |
Opleiding van Jane Edmondson
University of California, Irvine | Undergraduate Degree |
San Diego State University | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 8 |
Operationeel
Portfolio Manager-Equities | 3 |
Chief Executive Officer | 2 |
Founder | 2 |
Sectoraal
Finance | 6 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 5 |
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Nicholas-Applegate Capital Management
![]() Nicholas-Applegate Capital Management Investment ManagersFinance Founded in 1984, Nicholas-Applegate Capital Management is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Allianz of America, Inc., and their ultimate parent is Allianz AG (NYSE: AZ). Nicholas-Applegate manages assets for individual and institutional investors including corporate and government retirement plans, foundations, endowments and mutual fund families. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
Allianz Global Investors U.S. LLC
![]() Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Finance |
EQM Capital LLC
![]() EQM Capital LLC Investment ManagersFinance JLE Wealth Management LLC (JLE) is an independent, employee and woman-owned, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jane Edmondson in 2013 as EQM Capital LLC and changed their name to JLE Wealth Management LLC in 2024. JLE provides financial advisors and individual investors with risk managed ETF Model Portfolio solutions. | Finance |
EQM Indexes LLC
![]() EQM Indexes LLC Investment ManagersFinance EQM Indexes LLC creates and supports indexes that track growth industries and emerging investment themes. It offers thematic indexes such as online retail, international ecommerce, block chain, battery metals and mining, brand value, and global cannabis. The company was founded by Jane Edmondson and Dan Janowiak and is headquartered in San Diego, CA. | Finance |
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