Postes actifs de Jane Edmondson
Sociétés | Poste | Début | Fin |
---|---|---|---|
EQM Capital LLC
EQM Capital LLC Investment ManagersFinance JLE Wealth Management LLC (JLE) is an independent, employee and woman-owned, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jane Edmondson in 2013 as EQM Capital LLC and changed their name to JLE Wealth Management LLC in 2024. JLE provides financial advisors and individual investors with risk managed ETF Model Portfolio solutions. | Directeur Général | 01/01/2013 | - |
Compliance Officer | 01/01/2013 | - | |
Fondateur | 01/01/2013 | - | |
Gestionnaire de Portefeuille-Actions | 01/01/2013 | - | |
EQM Indexes LLC
EQM Indexes LLC Investment ManagersFinance EQM Indexes LLC creates and supports indexes that track growth industries and emerging investment themes. It offers thematic indexes such as online retail, international ecommerce, block chain, battery metals and mining, brand value, and global cannabis. The company was founded by Jane Edmondson and Dan Janowiak and is headquartered in San Diego, CA. | Directeur Général | - | - |
Fondateur | - | - |
Historique de carrière de Jane Edmondson
Anciens postes connus de Jane Edmondson
Sociétés | Poste | Début | Fin |
---|---|---|---|
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Gestionnaire de Portefeuille-Actions | 14/07/2010 | 01/10/2012 |
Nicholas-Applegate Capital Management
Nicholas-Applegate Capital Management Investment ManagersFinance Founded in 1984, Nicholas-Applegate Capital Management is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Allianz of America, Inc., and their ultimate parent is Allianz AG (NYSE: AZ). Nicholas-Applegate manages assets for individual and institutional investors including corporate and government retirement plans, foundations, endowments and mutual fund families. | Gestionnaire de Portefeuille-Actions | 01/01/1996 | 01/01/2010 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Corporate Officer/Principal | 01/10/1991 | - |
Formation de Jane Edmondson
University of California, Irvine | Undergraduate Degree |
San Diego State University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 8 |
Opérationnelle
Portfolio Manager-Equities | 3 |
Chief Executive Officer | 2 |
Founder | 2 |
Sectorielle
Finance | 6 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
---|---|
Nicholas-Applegate Capital Management
Nicholas-Applegate Capital Management Investment ManagersFinance Founded in 1984, Nicholas-Applegate Capital Management is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Allianz of America, Inc., and their ultimate parent is Allianz AG (NYSE: AZ). Nicholas-Applegate manages assets for individual and institutional investors including corporate and government retirement plans, foundations, endowments and mutual fund families. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Finance |
EQM Capital LLC
EQM Capital LLC Investment ManagersFinance JLE Wealth Management LLC (JLE) is an independent, employee and woman-owned, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jane Edmondson in 2013 as EQM Capital LLC and changed their name to JLE Wealth Management LLC in 2024. JLE provides financial advisors and individual investors with risk managed ETF Model Portfolio solutions. | Finance |
EQM Indexes LLC
EQM Indexes LLC Investment ManagersFinance EQM Indexes LLC creates and supports indexes that track growth industries and emerging investment themes. It offers thematic indexes such as online retail, international ecommerce, block chain, battery metals and mining, brand value, and global cannabis. The company was founded by Jane Edmondson and Dan Janowiak and is headquartered in San Diego, CA. | Finance |
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