![Jeff A. Land](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Jeffrey A. Land joined Bloom Asset Management as a financial advisor in 2002 and has been in the investment and financial services industry since 1992.
Before joining Bloom Asset Management, Jeff was an investment specialist and assistant manager at Charles Schwab and Co.
Jeff holds both the Accredited Asset Management Specialist (AAMS) and Certified Financial Planner (CFP) designations both which require training on estate planning, risk management, taxation, investments and retirement planning and earned his bachelor's degree from Michigan State University.
He has been a frequent speaker at community and client seminars, a guest and guest host on Rick Bloom's radio show, and is a member of the Bloom Asset Management Investment Committee.
Anciens postes connus de Jeff A. Land
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Corporate Officer/Principal | 01/01/2000 |
Bloom Advisors, Inc.
 Bloom Advisors, Inc. Investment ManagersFinance Bloom Advisors constructs a broad-based diversified investment portfolio specifically designed to meet each client’s individual financial situation, using only no-load mutual funds and exchange traded funds (ETFs). The firm aims to find funds that they believe have the greatest potential to drive a portfolio’s long-term performance by generating excess returns above that of its peers and for its particular benchmark. The firm remains fully invested through various market environments, using their stock and bond allocations as a way to control risk. | Consultant / Advisor | - |
Formation de Jeff A. Land
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
29
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Finance |
Michigan State University
 Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bloom Advisors, Inc.
Bloom Advisors, Inc. Investment ManagersFinance Bloom Advisors constructs a broad-based diversified investment portfolio specifically designed to meet each client’s individual financial situation, using only no-load mutual funds and exchange traded funds (ETFs). The firm aims to find funds that they believe have the greatest potential to drive a portfolio’s long-term performance by generating excess returns above that of its peers and for its particular benchmark. The firm remains fully invested through various market environments, using their stock and bond allocations as a way to control risk. | Finance |
