![Chris Jordan](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Provenance du réseau au premier degré de Chris Jordan
Entité | Type d'entité | Industrie | |
---|---|---|---|
Moneta Group Investment Advisors LLC
![]() Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments.
5
| Subsidiary | Investment Managers | 5 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Chris Jordan via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
St. Louis University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
Vanderbilt University | College/University | Undergraduate Degree | |
KeyBank Real Estate Capital Markets, Inc.
![]() KeyBank Real Estate Capital Markets, Inc. Finance/Rental/LeasingFinance Part of KeyCorp, KeyBank Real Estate Capital Markets, Inc. operates as a full-service capital provider and commercial mortgage servicer. The company is based in Duluth, GA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Kavar Capital Partners Group LLC
![]() Kavar Capital Partners Group LLC Investment ManagersFinance Kavar Capital Partners Group LLC (KCP) is a SEC-registered investment adviser and wealth management firm headquartered in Leawood, Kansas. The firm is a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). KCP provides advisory services to individuals and businesses. | Investment Managers | Director of Research - Equity | |
University of Idaho | College/University | Undergraduate Degree | |
Buckingham Strategic Wealth LLC
![]() Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Investment Managers | Corporate Officer/Principal | |
MBM Wealth Consultants LLC
![]() MBM Wealth Consultants LLC Investment ManagersFinance MBM Wealth Consultants LLC (MBM) is a SEC-registered investment adviser headquartered in Chesterfield, Missouri. The firm was founded in 2013 and is a subsidiary of MBM Wealth Group LLC. MBM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities |
Statistiques
Internationale
Etats-Unis | 10 |
Espagne | 2 |
Sectorielle
Finance | 7 |
Consumer Services | 5 |
Opérationnelle
Undergraduate Degree | 5 |
Analyst-Equity | 4 |
Corporate Officer/Principal | 2 |
Director of Research - Equity | 2 |
Analyst-Fixed Income | 2 |
Relations les plus connectées
Insiders | |
---|---|
John Nagle | 5 |
Rich McDonald | 4 |
Geoffrey Scott Eikmann | 4 |
Dan Brown | 3 |
Jenny Nolan | 3 |
- Bourse
- Insiders
- Chris Jordan
- Connexions Sociétés