Jeff Powell
Directeur Général chez Polaris Equity Management, Inc.
Profil
Jeffrey John Powell is the founder of Polaris Wealth Advisory Group LLC, which was founded in 2011.
He held the title of Managing Partner from 2011 to 2022.
Currently, he is the President & Chief Executive Officer at Polaris Equity Management, Inc. where he has been since 1998.
He previously worked as a Managing Partner at Polaris Wealth Advisers LLC.
Mr. Powell received his undergraduate degree from the University of Oregon in 1990.
Postes actifs de Jeff Powell
| Sociétés | Poste | Début |
|---|---|---|
Polaris Equity Management, Inc.
 Polaris Equity Management, Inc. Investment ManagersFinance Polaris Equity Management, Inc. operates as investment advisory firm. It also provides wealth management and financial planning services to its clients. Polaris Equity Management was founded in 1998 and is headquartered in San Francisco, CA. | Directeur Général | 01/07/1998 |
Anciens postes connus de Jeff Powell
| Sociétés | Poste | Fin |
|---|---|---|
Polaris Wealth Advisory Group LLC
 Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Directeur Général | 01/11/2022 |
| Polaris Wealth Advisers LLC | Directeur en chef des Investissements | 21/10/2015 |
Formation de Jeff Powell
| University of Oregon | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Polaris Equity Management, Inc.
Polaris Equity Management, Inc. Investment ManagersFinance Polaris Equity Management, Inc. operates as investment advisory firm. It also provides wealth management and financial planning services to its clients. Polaris Equity Management was founded in 1998 and is headquartered in San Francisco, CA. | Finance |
| Polaris Wealth Advisers LLC | Finance |
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Finance |
