Profil
Mr. Jacob Johnson, CFA, is a Managing Director at Stephens, Inc. He is a Research Analyst covering the life science tools and pharma services sector.
He previously worked as a Research Associate on the healthcare services team.
Prior to joining Stephens in September 2015, Mr. Johnson worked as an Analyst at Kings Point Capital Management.
He holds a BA in economics and mathematics from the University of the South and a MS finance from the Olin Business School at Washington University in St. Louis.
Postes actifs de Jacob Johnson
| Sociétés | Poste | Début |
|---|---|---|
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Analyst-Equity | 01/09/2015 |
Anciens postes connus de Jacob Johnson
| Sociétés | Poste | Fin |
|---|---|---|
Kings Point Capital Management LLC
 Kings Point Capital Management LLC Investment ManagersFinance Kings Point Capital Management LLC (KPCM) is a wealth management firm headquartered in Great Neck, New York. The firm was founded by Jack Salzman and Jeffrey Bates in 1998. They were acquired by Wealth Enhancement Group LLC in 2022. KPCM provides investment consulting and investment management services to investment limited partnerships, individuals, pension and profit-sharing plans, endowments, trusts, estates, charitable organizations, corporations and business entities and other investment advisers and funeral trusts. | Corporate Officer/Principal | 01/08/2015 |
New Constructs LLC
 New Constructs LLC Investment ManagersFinance Founded in 2002 by David Trainer, New Constructs LLC is a privately-held, independent equity research firm located in Brentwood, Tennessee. The firm is a long-time member of the Investorside Research Association, a non-profit trade association of investment research providers that do not engage in investment banking, company consulting or research-for-hire. In addition, they have been a Better Business Bureau Accredited business since December, 2009. New Constructs seeks to help their clients make more intelligent capital allocation decisions by more accurately identifying the companies that are the most undervalued relative to their profit potential and the most overvalued relative to their profit potential. The firm's research analyzes the entire financial reporting history of over 3000 companies, including 10-Ks, 10-K/As, 20-Fs, 40-Fs and 8-Ks. They employ a patented research platform for reversing accounting distortions and discounted cash flow analysis to identify 'hidden gems' and 'red flags' buried in financial footnotes. This information includes off-balance sheet debt, hidden charges, false revenues, option liabilities, pension liabilities and asset disposals. New Constructs seeks to help investors: (1) select stocks (2) measure profitability and valuation more accurately (3) fulfill fiduciary responsibilities by taking into account all relevant information and (4) lower their risk and protect their portfolio. The firm's products include: Written Research, Direct Data Feeds, Company Models and a Stock Screener. | Analyst-Equity | 30/11/2012 |
Formation de Jacob Johnson
| Washington University in St. Louis | Graduate Degree |
| Sewanee-The University of the South | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
New Constructs LLC
New Constructs LLC Investment ManagersFinance Founded in 2002 by David Trainer, New Constructs LLC is a privately-held, independent equity research firm located in Brentwood, Tennessee. The firm is a long-time member of the Investorside Research Association, a non-profit trade association of investment research providers that do not engage in investment banking, company consulting or research-for-hire. In addition, they have been a Better Business Bureau Accredited business since December, 2009. New Constructs seeks to help their clients make more intelligent capital allocation decisions by more accurately identifying the companies that are the most undervalued relative to their profit potential and the most overvalued relative to their profit potential. The firm's research analyzes the entire financial reporting history of over 3000 companies, including 10-Ks, 10-K/As, 20-Fs, 40-Fs and 8-Ks. They employ a patented research platform for reversing accounting distortions and discounted cash flow analysis to identify 'hidden gems' and 'red flags' buried in financial footnotes. This information includes off-balance sheet debt, hidden charges, false revenues, option liabilities, pension liabilities and asset disposals. New Constructs seeks to help investors: (1) select stocks (2) measure profitability and valuation more accurately (3) fulfill fiduciary responsibilities by taking into account all relevant information and (4) lower their risk and protect their portfolio. The firm's products include: Written Research, Direct Data Feeds, Company Models and a Stock Screener. | Finance |
Kings Point Capital Management LLC
Kings Point Capital Management LLC Investment ManagersFinance Kings Point Capital Management LLC (KPCM) is a wealth management firm headquartered in Great Neck, New York. The firm was founded by Jack Salzman and Jeffrey Bates in 1998. They were acquired by Wealth Enhancement Group LLC in 2022. KPCM provides investment consulting and investment management services to investment limited partnerships, individuals, pension and profit-sharing plans, endowments, trusts, estates, charitable organizations, corporations and business entities and other investment advisers and funeral trusts. | Finance |
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Finance |
