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Historique de carrière de Jerry Jacobs
Anciens postes connus de Jerry Jacobs
Sociétés | Poste | Début | Fin |
---|---|---|---|
Argent Wealth Management LLC
![]() Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/01/2014 | 01/12/2019 |
Responsable de la banque privée | 01/01/2014 | 01/12/2019 | |
Stratège de marché | 01/01/2014 | 01/12/2019 | |
Argent Wealth Management, Inc.
![]() Argent Wealth Management, Inc. Investment ManagersFinance Argent Wealth Management, Inc. provides investment advice. It offers financial planning, investment management, estate, retirement, taxes planning, and charitable giving. The company was founded by David Duchesneau in 1992 and is headquartered in Waltham, MA. | Corporate Officer/Principal | 01/01/2006 | 01/11/2013 |
Putnam U.S. Holdings I LLC
![]() Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Corporate Officer/Principal | 01/10/1996 | - |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Corporate Officer/Principal | - | - |
Formation de Jerry Jacobs
University of Pennsylvania | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Corporate Officer/Principal | 3 |
Undergraduate Degree | 1 |
Portfolio Manager-Equities | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
---|---|
Argent Wealth Management, Inc.
![]() Argent Wealth Management, Inc. Investment ManagersFinance Argent Wealth Management, Inc. provides investment advice. It offers financial planning, investment management, estate, retirement, taxes planning, and charitable giving. The company was founded by David Duchesneau in 1992 and is headquartered in Waltham, MA. | Finance |
Putnam U.S. Holdings I LLC
![]() Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Finance |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Finance |
Argent Wealth Management LLC
![]() Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
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