Jeff Fong
Director of Investments chez Concentrum Wealth Management LLC
Profil
Mr. Jeffery E.
Fong is a Managing Partner at Concentrum Wealth Management LLC.
Mr. Fong was previously employed as a Principal by Raymond James & Associates, Inc., by Citigroup Global Markets, Inc. (Investment Management), a Senior Vice President of Investments by A.G.
Edwards & Sons, Inc. and by Smith Barney & Co., Inc.
Mr. Fong is a graduate of the University of Arkansas, where he earned a Bachelor of Science in business administration.
Postes actifs de Jeff Fong
| Sociétés | Poste | Début |
|---|---|---|
Concentrum Wealth Management LLC
 Concentrum Wealth Management LLC Investment ManagersFinance Concentrum Wealth Management LLC (CWM) is an independent, SEC-registered investment advisor headquartered in San Jose, California. The firm was founded in 2013 and is owned equally by Jeffery E. Fong and Jay C. Fong. CWM assists a select group of business owners and families with their financial affairs. | Director of Investments | 01/04/2013 |
Anciens postes connus de Jeff Fong
| Sociétés | Poste | Fin |
|---|---|---|
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Analyste en capital-investissement | 01/04/2013 |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | 01/01/2008 |
Citigroup Global Markets, Inc. (Investment Management)
 Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Corporate Officer/Principal | 01/04/2006 |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Formation de Jeff Fong
| The University of Arkansas | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Concentrum Wealth Management LLC
Concentrum Wealth Management LLC Investment ManagersFinance Concentrum Wealth Management LLC (CWM) is an independent, SEC-registered investment advisor headquartered in San Jose, California. The firm was founded in 2013 and is owned equally by Jeffery E. Fong and Jay C. Fong. CWM assists a select group of business owners and families with their financial affairs. | Finance |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Finance |
| Smith Barney & Co., Inc. | Finance |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Finance |