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Bryan Jacobsen
Compliance Officer chez
Apex Clearing Corp.
Profil
Bryan Jacobsen is currently the Chief Compliance Officer at Electronic Transaction Clearing, Inc. and Apex Clearing Corp.
He previously held the same position at Resource America, Inc., Cetera Advisor Networks LLC, and was the VP-Compliance & Assistant Chief Compliance Officer at National Planning Corp.
He received an undergraduate degree from Bellevue University and an MBA from Youngstown State University.
Postes actifs de Bryan Jacobsen
| Sociétés | Poste | Début |
|---|---|---|
Apex Clearing Corp.
 Apex Clearing Corp. Regional BanksFinance Provides clearing, settlement and technology services to the global financial services industry | Compliance Officer | 01/01/2019 |
Electronic Transaction Clearing, Inc.
 Electronic Transaction Clearing, Inc. Regional BanksFinance Provides clearing, settlement and custodial services | Compliance Officer | 01/01/2020 |
Anciens postes connus de Bryan Jacobsen
| Sociétés | Poste | Fin |
|---|---|---|
| RESOURCE AMERICA INC | Compliance Officer | 01/01/2019 |
Cetera Advisor Networks LLC
 Cetera Advisor Networks LLC Investment ManagersFinance Cetera Advisor Networks employs various methods to determine an appropriate investment strategy for their client’s portfolio. The firm provides a wide range of investment choices including general securities (stocks and bonds), covered call options and protective put options, fixed income securities, mutual funds, structured products, Exchange-Traded Funds, Unit Investment Trusts. They utilize a unique regional director model to support financial advisors through the entire lifecycle of their business. | Compliance Officer | 01/01/2019 |
National Planning Corp.
 National Planning Corp. Investment ManagersFinance National Planning Corp.'s investment offerings consist of two general categories: their proprietary WealthONE Program and Third Party Asset Manager (TPAM) Programs. The firn's Independent Advisors (IARs) employ a number of tools to assist in recommending or selecting an investment strategy to clients, including asset allocation and portfolio modeling software that assists with their analysis of investment options when recommending or purchasing investments for client portfolios. Although the firm's advisory services are generally designed for long-term investing, (strategic investing), short-term strategies which seek to take advantage of frequent market movements (tactical investing) may also be made available to accommodate certain circumstances. NPC may provide investment advice concerning various types of investments, including equity securities (exchange-listed securities, securities traded over-the-counter, and foreign issuer securities trading as ADRs), warrants, commercial paper, corporate debt securities (other than commercial paper), CDs, municipal securities, investment company securities, variable annuities, variable life insurance, U.S. Government securities, option contracts, fixed insurance, UITs, ETFs, interests in partnerships involving real estate, oil and gas, certain types of structured investment products, among others. | Compliance Officer | 01/01/2008 |
Formation de Bryan Jacobsen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Resource America, Inc.
 Resource America, Inc. Investment ManagersFinance Resource America specializes in real estate and credit investments. The firm's investments emphasize consistent value and long-term returns with an income orientation. They offer services across 4 platforms: Resource Real Estate, Resource Capital Corp. the Diversified Income Fund and the Resource Credit Income Fund. Resource Real Estate (RRE) is a global firm that specializes in direct real estate investments, commercial real estate lending and global property securities. Their approach to investing in and managing complex real estate assets focuses on rigorous underwriting and credit analysis in order to optimally manage risk and maximize returns. Resource Capital Corp. (NYSE: RSO) is a specialty finance company that qualifies as a REIT. RSO's investment strategy focuses on real estate-related assets, and, to a lesser extent, higher-yielding commercial finance assets primarily concentrating on the following asset classes: commercial real estate-related assets such as whole loans, B-notes, mezzanine loans and commercial finance assets such as other syndicated bank loans, equipment leases and notes, trust preferred securities and private equity investments principally issued by financial institutions. RSO is externally managed by Resource Capital Manager, Inc. The Resource Real Estate Diversified Income Fund (Ticker: RREDX) is a real estate investment that accesses both publicly traded and private institutional investments, in both debt and equity opportunities. The fund's primary areas of focus are private real estate, real estate credit and publicly traded REITs. The Resource Credit Income Fund is a credit investment that accesses both publicly traded and private institutional corporate credit investments. It employs three institutional investment strategies, focused on corporate credit: senior secured and structured loans, institutional credit funds and Business Development Companies. Both funds are liquid alternative investments for main stream investors, which seek to provide a high level of current income, principal protection, low volatility and liquidity. | Finance |
National Planning Corp.
National Planning Corp. Investment ManagersFinance National Planning Corp.'s investment offerings consist of two general categories: their proprietary WealthONE Program and Third Party Asset Manager (TPAM) Programs. The firn's Independent Advisors (IARs) employ a number of tools to assist in recommending or selecting an investment strategy to clients, including asset allocation and portfolio modeling software that assists with their analysis of investment options when recommending or purchasing investments for client portfolios. Although the firm's advisory services are generally designed for long-term investing, (strategic investing), short-term strategies which seek to take advantage of frequent market movements (tactical investing) may also be made available to accommodate certain circumstances. NPC may provide investment advice concerning various types of investments, including equity securities (exchange-listed securities, securities traded over-the-counter, and foreign issuer securities trading as ADRs), warrants, commercial paper, corporate debt securities (other than commercial paper), CDs, municipal securities, investment company securities, variable annuities, variable life insurance, U.S. Government securities, option contracts, fixed insurance, UITs, ETFs, interests in partnerships involving real estate, oil and gas, certain types of structured investment products, among others. | Finance |
Electronic Transaction Clearing, Inc.
Electronic Transaction Clearing, Inc. Regional BanksFinance Provides clearing, settlement and custodial services | Finance |
Bellevue University
 Bellevue University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Youngstown State University
 Youngstown State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Apex Clearing Corp.
Apex Clearing Corp. Regional BanksFinance Provides clearing, settlement and technology services to the global financial services industry | Finance |
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC Investment ManagersFinance Cetera Advisor Networks employs various methods to determine an appropriate investment strategy for their client’s portfolio. The firm provides a wide range of investment choices including general securities (stocks and bonds), covered call options and protective put options, fixed income securities, mutual funds, structured products, Exchange-Traded Funds, Unit Investment Trusts. They utilize a unique regional director model to support financial advisors through the entire lifecycle of their business. | Finance |
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