Jason J. Zahorenko
Plus aucun poste en cours
Profil
Mr. Jason J.
Zahorenko is Relationship Manager at Equius Partners, Inc. He joined Equius Partners in 2007.
After earning a Bachelor of Science in finance from Arizona State University, he began his career with Charles Schwab & Co., Inc. There he was tasked with coordinating trading in the firm’s mutual fund supermarket, “OneSource.”
At Equius Partners, He oversees database management, quarterly report preparation, and the preparation of investment plans.
He also reviews portfolios on a continual basis to ensure that client portfolios adhere to their stated asset allocation.
He also heads our compliance efforts.
He is a native of Marin County and enjoys cycling and other outdoor activities in his spare time.
He has participated in a number of cycling events, including one that's had him crossing the great state of Iowa in each of the previous six summers.
Anciens postes connus de Jason J. Zahorenko
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Equius Partners, Inc.
 Equius Partners, Inc. Investment ManagersFinance Equius Partners, Inc. is a SEC-registered investment advisor headquartered in Novato, California. The firm was created in 2007 as the result of a merger of Dynamic Funds Management (founded in 1983) with TAM Asset Management (founded in 1992). They were acquired by Wealth Enhancement Group LLC in 2023. Equius Partners offers investment advisory services to individuals, corporations, trusts, and pension and profit-sharing plans. | Corporate Officer/Principal | - |
Formation de Jason J. Zahorenko
| Arizona State University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Equius Partners, Inc.
Equius Partners, Inc. Investment ManagersFinance Equius Partners, Inc. is a SEC-registered investment advisor headquartered in Novato, California. The firm was created in 2007 as the result of a merger of Dynamic Funds Management (founded in 1983) with TAM Asset Management (founded in 1992). They were acquired by Wealth Enhancement Group LLC in 2023. Equius Partners offers investment advisory services to individuals, corporations, trusts, and pension and profit-sharing plans. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
