Jim Denholm
Algemeen Directeur bij IronBridge Private Wealth LLC
Profiel
Mr. James M.
Denholm, III, is a Founder & Chief Executive Officer at IronBridge Private Wealth LLC.
Prior to founding IronBridge, he was a Senior Vice President with Wells Fargo Wealth Management, where he managed customized portfolios for high net worth clients.
Before joining Wells Fargo Advisors in 2005, he was Senior Vice President at JPMorganChase as a Wealth Advisor.
He began his career as a financial advisor with Morgan Stanley Dean Witter.
He has been trading stocks since 1997, and has been advising clients on investment strategies since 2001.
He earned a Bachelor’s degree in Mechanical Engineering from the University of Texas at Austin.
Actieve functies van Jim Denholm
| Bedrijven | Functie | Begin |
|---|---|---|
IronBridge Private Wealth LLC
 IronBridge Private Wealth LLC Investment ManagersFinance IronBridge Private Wealth LLC (IronBridge) is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by James Denholm III in 2017. IronBridge provides discretionary and non-discretionary portfolio management, financial planning and general consulting services to individuals, corporations, trusts, estates and charitable organizations. | Algemeen Directeur | 01-02-2017 |
Eerdere bekende functies van Jim Denholm
| Bedrijven | Functie | Einde |
|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Corporate Officer/Principal | 01-01-2017 |
Morgan Stanley DW, Inc.
 Morgan Stanley DW, Inc. Investment Banks/BrokersFinance Part of Morgan Stanley, Morgan Stanley DW, Inc. is a broker/dealer. The company is based in Purchase, NY. | Corporate Officer/Principal | 01-03-2002 |
Opleiding van Jim Denholm
| The University of Texas At Austin College of Liberal Arts | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Finance |
Morgan Stanley DW, Inc.
Morgan Stanley DW, Inc. Investment Banks/BrokersFinance Part of Morgan Stanley, Morgan Stanley DW, Inc. is a broker/dealer. The company is based in Purchase, NY. | Finance |
IronBridge Private Wealth LLC
IronBridge Private Wealth LLC Investment ManagersFinance IronBridge Private Wealth LLC (IronBridge) is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by James Denholm III in 2017. IronBridge provides discretionary and non-discretionary portfolio management, financial planning and general consulting services to individuals, corporations, trusts, estates and charitable organizations. | Finance |
