Profil
Mr. Joseph S.
Team is a President & Chief Executive Officer at J.
Team Financial, Inc. He is also a Portfolio Manager at the firm.
Mr. Team was previously employed as a Financial Planner by Briaud Financial Planning, Inc.
He received a BBA in Finance from Abilene Christian University in May 2001.
He earned the Certified Financial Planner designation in June 2004.
Postes actifs de Jody Team
| Sociétés | Poste | Début |
|---|---|---|
J. Team Financial, Inc.
 J. Team Financial, Inc. Investment ManagersFinance J. Team Financial, Inc. (TFS) is a registered investment adviser founded in 2005. Headquartered in Abilene, Texas, TFS provides personalized confidential financial planning and investment management to individuals, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, registered investment companies and small businesses. | Directeur Général | - |
Anciens postes connus de Jody Team
| Sociétés | Poste | Fin |
|---|---|---|
Briaud Financial Planning, Inc.
 Briaud Financial Planning, Inc. Investment ManagersFinance Briaud Financial Planning, Inc. (Briaud) is an independent registered investment advisor and wealth management firm headquartered in College Station, Texas. The firm was founded by Janet Briaud in 1986. Briaud offers comprehensive advisory and investment services to high net worth families and individuals across the US. | Corporate Officer/Principal | 01/03/2005 |
Formation de Jody Team
| Abilene Christian University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Briaud Financial Planning, Inc.
Briaud Financial Planning, Inc. Investment ManagersFinance Briaud Financial Planning, Inc. (Briaud) is an independent registered investment advisor and wealth management firm headquartered in College Station, Texas. The firm was founded by Janet Briaud in 1986. Briaud offers comprehensive advisory and investment services to high net worth families and individuals across the US. | Finance |
J. Team Financial, Inc.
J. Team Financial, Inc. Investment ManagersFinance J. Team Financial, Inc. (TFS) is a registered investment adviser founded in 2005. Headquartered in Abilene, Texas, TFS provides personalized confidential financial planning and investment management to individuals, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, registered investment companies and small businesses. | Finance |
