Profil
James Joseph Robison worked as an Investment Advisor at Calvert Investment Counsel LLC from 2008 to 2018.
He was a Senior Vice President at A.G.
Edwards & Sons, Inc. in 1998, and at Morgan Stanley & Co. LLC in 2000.
He was also a Senior Vice President at Legg Mason & Co. LLC (New York) in 1993.
Additionally, he worked as a Registered Representative at Ferris, Baker Watts, Inc. and Merrill Lynch & Co., Inc. He was a Medical Sales Representative at IBM Healthcare Consulting.
Lastly, he was a Branch Manager at Raymond James Financial Services Advisors, Inc. in 2005.
Anciens postes connus de Jim Robison
| Sociétés | Poste | Fin |
|---|---|---|
Calvert Investment Counsel LLC
 Calvert Investment Counsel LLC Investment ManagersFinance Founded in 1988, Calvert Investment Counsel LLC is a registered investment advisor located in Hunt Valley, Maryland. The firm is a subsidiary of Yorkshire Associates LP. Calvert manages growth and value portfolios for individuals and institutions. | Gestionnaire de Portefeuille-Actions | 22/06/2018 |
Raymond James Financial Services Advisors, Inc.
 Raymond James Financial Services Advisors, Inc. Investment ManagersFinance Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities. | Corporate Officer/Principal | 31/12/2005 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 31/12/2000 |
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 | 31/12/1998 |
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | 31/12/1993 |
Expériences
Fonctions occupées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 8 |
|---|---|
Calvert Investment Counsel LLC
Calvert Investment Counsel LLC Investment ManagersFinance Founded in 1988, Calvert Investment Counsel LLC is a registered investment advisor located in Hunt Valley, Maryland. The firm is a subsidiary of Yorkshire Associates LP. Calvert manages growth and value portfolios for individuals and institutions. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
Ferris, Baker Watts, Inc.
 Ferris, Baker Watts, Inc. Investment Banks/BrokersFinance Ferris, Baker Watts, Inc. is a full-service investment banking firm with expertise in mergers and acquisitions, debt and equity underwritings, and other investment banking functions. They are headquartered in Washington, DC with additional offices in Baltimore, Richmond and San Francisco. They are a member of the NYSE and SIPC, and are wholly-owned by their employees. They serve clients throughout the mid-Atlantic region | Finance |
| Legg Mason & Co. LLC (New York) | |
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 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Raymond James Financial Services Advisors, Inc.
Raymond James Financial Services Advisors, Inc. Investment ManagersFinance Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities. | Finance |
| IBM Healthcare Consulting |
