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Jay Jordan
Compliance Officer bij Heritage Wealth Advisors LLC
Actieve functies van Jay Jordan
Bedrijven | Functie | Begin | Einde |
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Heritage Wealth Advisors LLC
![]() Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Analyst-Equity | - | - |
Chief Investment Officer | - | - | |
Compliance Officer | - | - | |
Portefeuillebeheerder-Aandelen | - | - | |
Hoofd van Private Banking | - | - |
Loopbaan van Jay Jordan
Eerdere bekende functies van Jay Jordan
Bedrijven | Functie | Begin | Einde |
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Eagle Asset Management, Inc.
![]() Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Portefeuillebeheerder-Aandelen | 01-03-2001 | 01-09-2012 |
Opleiding van Jay Jordan
University of Virginia | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Chief Investment Officer | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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Eagle Asset Management, Inc.
![]() Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Finance |
Heritage Wealth Advisors LLC
![]() Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Finance |
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