Jon Althage
Gestionnaire de Portefeuille-Actions chez Capital Advisors, Inc. (Oklahoma)
Profil
Mr. Jonathan D.
Althage is a Managing Partner & Wealth Advisor at Capital Advisors, Inc. (Oklahoma).
He focuses on wealth management, client service, and business development.
He began his career with Capital Advisors in 2010 and has over 17 years of experience in the investment management industry.
He graduated from the University of Missouri with degrees in Personal Financial Planning and Economics.
Postes actifs de Jon Althage
Sociétés | Poste | Début |
---|---|---|
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Gestionnaire de Portefeuille-Actions | 01/01/2010 |
Formation de Jon Althage
University of Missouri | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Finance |