Profil
Jacob Thomas Erlendson worked as a Lead Advisor at Dowling & Yahnke LLC from 2006 to 2023.
He obtained his undergraduate degree from the University of California San Diego in 2005.
Anciens postes connus de Jake Erlendson
| Sociétés | Poste | Fin |
|---|---|---|
Dowling & Yahnke LLC
 Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke LLC is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Mark Dowling and Dale Yahnke in 1991. They are a subsidiary of Dowling & Yahnke, Inc. Dowling & Yahnke provides wealth advisory services to high net-worth individuals, trusts and estates, corporate pension and profit-sharing plans, individual retirement plans, charitable organizations, foundations, endowments, and other entities. | Gestionnaire de Portefeuille-Actions | 31/03/2023 |
Formation de Jake Erlendson
| University of California San Diego | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Dowling & Yahnke LLC
Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke LLC is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Mark Dowling and Dale Yahnke in 1991. They are a subsidiary of Dowling & Yahnke, Inc. Dowling & Yahnke provides wealth advisory services to high net-worth individuals, trusts and estates, corporate pension and profit-sharing plans, individual retirement plans, charitable organizations, foundations, endowments, and other entities. | Finance |
