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Historique de carrière de Jimmy Ferrell
Anciens postes connus de Jimmy Ferrell
Sociétés | Poste | Début | Fin |
---|---|---|---|
Ferrell Wealth Management, Inc.
![]() Ferrell Wealth Management, Inc. Investment ManagersFinance Ferrell Wealth Management, Inc. (FWM) is a wealth management firm headquartered in Winter Park, Florida. The firm was founded by James Ferrell in 1996 and is a subsidiary of Beacon Pointe Advisors LLC, which is owned by Beacon Pointe Holdings LLC. FWM provides comprehensive financial planning and investment strategies to individuals, trusts, estates, non-profit organizations, professional and religious organizations, corporations, pension plans, and private pooled funds. | Directeur Général | 01/01/1996 | 01/03/2020 |
Fondateur | 01/01/1996 | 01/03/2020 | |
Gestionnaire de Portefeuille-Actions | 01/01/1996 | 01/03/2020 | |
President | 01/01/1996 | 01/03/2020 | |
Chastang, Ferrell, Sims & Eiserman LLC | Fondateur | 01/09/1984 | 01/11/2006 |
Pricewaterhouse LLP | Corporate Officer/Principal | 01/01/1982 | 01/09/1984 |
Formation de Jimmy Ferrell
The Florida State University College of Business | Masters Business Admin |
University of Central Florida | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Founder | 2 |
Chief Executive Officer | 1 |
Portfolio Manager-Equities | 1 |
Sectorielle
Commercial Services | 3 |
Consumer Services | 3 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
Ferrell Wealth Management, Inc.
![]() Ferrell Wealth Management, Inc. Investment ManagersFinance Ferrell Wealth Management, Inc. (FWM) is a wealth management firm headquartered in Winter Park, Florida. The firm was founded by James Ferrell in 1996 and is a subsidiary of Beacon Pointe Advisors LLC, which is owned by Beacon Pointe Holdings LLC. FWM provides comprehensive financial planning and investment strategies to individuals, trusts, estates, non-profit organizations, professional and religious organizations, corporations, pension plans, and private pooled funds. | Finance |
Chastang, Ferrell, Sims & Eiserman LLC | Commercial Services |
Pricewaterhouse LLP | Commercial Services |
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