Joel E. Marks
Directeur/Membre du Conseil chez Jewish Federation of Greater Atlanta, Inc.
Profil
Joel E.
Marks is an Independent Director at Binah Capital Group, Inc. and a Life Trustee at Jewish Federation of Greater Atlanta, Inc. He previously held positions as Vice Chairman & Chief Operating Officer at JWGenesis Financial Corp.
from 1983 to 2001, Chairman at First Allied Securities, Inc. from 2005 to 2014, Vice Chairman at Advanced Equities, Inc. from 2004 to 2008, Chairman at The Legend Group, Inc., Independent Director at Innotrac Corp.
from 2012 to 2014, Managing Director at Wachovia Securities LLC from 2001 to 2002, Senior Vice President & Managing Director at First Union Securities from 2001 to 2002, Senior Vice President & Managing Director at Wachovia Securities, Inc., Principal at Deloitte & Touche LLP, Chief Financial Officer & Senior Vice President at Automobile Protection Corp.
from 1987 to 1994, Chief Operating Officer at Advanced Equities Financial Corp.
in 2010, and President at Innovative Brokerage Solutions, Inc. from 2002 to 2004.
Mr. Marks obtained his undergraduate degree from the University of Florida in 1978.
Postes actifs de Joel E. Marks
| Sociétés | Poste | Début |
|---|---|---|
Jewish Federation of Greater Atlanta, Inc.
 Jewish Federation of Greater Atlanta, Inc. Miscellaneous Commercial ServicesCommercial Services The Jewish Federation of Greater Atlanta offers opportunities to build communities for Jews at home, in Israel and in communities throughout the world. It provides services through a network of social and humanitarian agencies. The company was founded in 1906 and is headquartered in Atlanta, GA. | Directeur/Membre du Conseil | 01/12/2010 |
Anciens postes connus de Joel E. Marks
| Sociétés | Poste | Fin |
|---|---|---|
First Allied Securities, Inc.
 First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Président | 01/12/2014 |
Innotrac Corp.
 Innotrac Corp. Specialty StoresRetail Trade Innotrac Corp. provides customized technology-based support services. Its services include order processing, order fulfillment, and customer support contact center services to corporations that outsource these functions. The company was founded by Scoot D. Dorfman in 1984 and is headquartered in Johns Creek, GA. | Directeur/Membre du Conseil | 06/01/2014 |
Advanced Equities, Inc.
 Advanced Equities, Inc. Investment ManagersFinance Founded in 1999, Advanced Equities, Inc. is a venture capital/private equity firm located in Chicago with additional offices in New York City and San Francisco. The firm is a subsidiary of Advanced Equities Financial Corp. | Directeur des opérations | 28/02/2008 |
| Innovative Brokerage Solutions, Inc. | President | 01/06/2004 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | 30/04/2002 |
Formation de Joel E. Marks
| University of Florida | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 13 |
|---|---|
Innotrac Corp.
Innotrac Corp. Specialty StoresRetail Trade Innotrac Corp. provides customized technology-based support services. Its services include order processing, order fulfillment, and customer support contact center services to corporations that outsource these functions. The company was founded by Scoot D. Dorfman in 1984 and is headquartered in Johns Creek, GA. | Retail Trade |
| JWGenesis Financial Corp. | Finance |
First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
| First Union Securities | Finance |
Advanced Equities, Inc.
Advanced Equities, Inc. Investment ManagersFinance Founded in 1999, Advanced Equities, Inc. is a venture capital/private equity firm located in Chicago with additional offices in New York City and San Francisco. The firm is a subsidiary of Advanced Equities Financial Corp. | Finance |
Automobile Protection Corp.
 Automobile Protection Corp. Other Consumer ServicesConsumer Services Automobile Protection Corp. markets and administers vehicle service contracts and extended warranty programs. It offers vehicle service contracts, guaranteed asset protection, select, tire and wheel, paintless dent repair, KeyCare, scheduled maintenance, RV coverage and commercial vehicle coverage. The company was founded by Larry Dorfman in 1984 and is headquartered in Norcross, GA. | Consumer Services |
Advanced Equities Financial Corp.
 Advanced Equities Financial Corp. Investment ManagersFinance Advanced Equities Financial Corp. was founded in 1999 by independent business owners and securities industry executives Keith Daubenspeck and Dwight Badger, whose entrepreneurial spirit led them to defy old-line traditions and convention by starting a different kind of firm. Advanced Equities soon became the pioneer in providing qualified high-net-worth individuals access to late-stage private equity offerings-opportunities previously available only to institutional investors. AEFC has developed a reputation for being led by entrepreneurs who want to help other entrepreneurs. Blazing a new trail in the world of private equity was followed by a singular approach to retail brokerage through the acquisition of First Allied Securities, Inc., which helped AEFC reinvent the independent advisor model. The First Allied model focuses on meeting the requirements of entrepreneurs with a deep understanding of their need for choices, providing access to opportunities in an ecosystem where initiative and autonomy reign supreme. AEFC made its first of many acquisitions in 2003 and by 2006 was named as the nation's No. 1 fastest growing brokerage firm by Inc. magazine. Advanced Equities Financial Corp. is a leading provider of investment management, securities brokerage, and venture capital investment banking services through its subsidiaries: Advanced Equities, Inc.; First Allied Securities, Inc.; Advanced Equities Asset Management and Advanced Equities Wealth Management (Greenbook Financial Services, Inc.). Combined, AEFC represents one of the nation's top independent brokerage forces in the nation with approximately 900 financial advisors administering more than $30 billion in client assets. These advisors have been ranked as the industry's most productive and have access to an array of products, services and in-house expertise within the wealth management sectors that few firms can rival. | Finance |
Jewish Federation of Greater Atlanta, Inc.
Jewish Federation of Greater Atlanta, Inc. Miscellaneous Commercial ServicesCommercial Services The Jewish Federation of Greater Atlanta offers opportunities to build communities for Jews at home, in Israel and in communities throughout the world. It provides services through a network of social and humanitarian agencies. The company was founded in 1906 and is headquartered in Atlanta, GA. | Commercial Services |
| Innovative Brokerage Solutions, Inc. | |
The Legend Group, Inc.
 The Legend Group, Inc. Investment ManagersFinance For over 45 years, The Legend Group has been helping investors work toward achieving their financial goals. Their history is rooted in the development of products and services for retirement plans, and over the years they have played an influential role in the evolution of the §403(b) retirement plan market. Legend is a full service investment planning firm offering: A wide range of investment options, Retirement accounts for many plan types, Solutions for retirement plan sponsors, Investment advisory services, College savings plans, Insurance products and Non-qualified investments. Their nationwide network of financial advisors is prepared to guide them in setting realistic and attainable objectives, and assist them in designing an investment strategy to help one reach them. As a subsidiary of Waddell and Reed Financial, Inc. (WDR), Legend has access to the resources of one of the most enduring mutual fund and financial planning complexes in the United States. This relationship strengthens their position as an industry leader, and lends support to their initiatives as they continue to build upon a solid foundation of excellence and innovation. Legend's mission is to deliver professional investment advice, quality investment products and unparalleled service. They strive to achieve this goal via state-of-the-art technology, dynamic asset management programs and a dedicated support team. | Finance |
| Wachovia Securities, Inc. | Finance |
