Provenance du réseau au premier degré de Jenny Carter
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
20
| Holding Company | Investment Managers | 20 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jenny Carter via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Michigan State University | College/University | Undergraduate Degree | |
| Stephen M. Ross School of Business | College/University | Masters Business Admin | |
| University of Missouri-Kansas City | College/University | Undergraduate Degree | |
The Burney Co.
 The Burney Co. Investment ManagersFinance The Burney Co. (TBC) is a registered independent investment adviser headquartered in Reston, Virgina and was founded in 1974. TBC provides investment advisory services and portfolio management mostly for individual investors but will also service the portfolios of small businesses, pension and profit sharing plans, trusts, estates, and charitable organizations. | Investment Managers | Sales & Marketing | |
| Guilford College | College/University | Undergraduate Degree | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree | |
Mastrapasqua Asset Management, Inc.
 Mastrapasqua Asset Management, Inc. Investment ManagersFinance Mastrapasqua Asset Management, Inc. (dba M Capital Advisors) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded in 1993 by Frank Mastrapasqua. In 2023, they were acquired by Sequoia Financial Group LLC, a subsidiary of Cohen & Co. Enterprises Ltd. M Capital Advisors provides investment advisory services to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Kansas State University | College/University | Undergraduate Degree | |
E*TRADE Capital Management LLC
 E*TRADE Capital Management LLC Investment ManagersFinance E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors. | Investment Managers | Corporate Officer/Principal | |
| Regis University | College/University | Undergraduate Degree | |
| H&R BLOCK, INC. | Other Consumer Services | Corporate Officer/Principal | |
| Bucknell University | College/University | Undergraduate Degree | |
| Eastern Connecticut State University | College/University | Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree | |
| University of Dallas | College/University | Masters Business Admin | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree | |
| Thompson McKinnon Securities, Inc. | Corporate Officer/Principal | ||
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Corporate Officer/Principal | |
Fidelity Investments Canada ULC
 Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program. | Investment Managers | Corporate Officer/Principal | |
| Texas Tech University | College/University | Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
| University of California, Irvine | College/University | Masters Business Admin | |
| State University of New York College at New Paltz | College/University | Undergraduate Degree | |
| Gettysburg College | College/University | Undergraduate Degree | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal | |
| Clemson University | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 35 |
| Canada | 2 |
Sectorielle
| Consumer Services | 23 |
| Finance | 11 |
| Commercial Services | 2 |
Opérationnelle
| Portfolio Manager-Equities | 20 |
| Undergraduate Degree | 19 |
| Corporate Officer/Principal | 14 |
| Masters Business Admin | 3 |
| Investment Committee Member | 2 |
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