Provenance du réseau au premier degré de Jason Joffe
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Inlight Wealth Management LLC
 Inlight Wealth Management LLC Investment ManagersFinance Inlight Wealth Management LLC is an independent advisory firm that focuses on preserving and growing wealth while simplifying their clients' financial lives. The private company is based in Atlanta, GA and was founded in 2017 by Jason S. Joffe, who has been the CEO since then. The company provides expertise, focus, and execution that enables their clients to delegate the work of managing their wealth. Inlight Wealth Management offers customized solutions and services that are as nuanced as their clients' needs. The company organizes their clients' financial pictures into comprehensive plans, provide reporting on all of their assets, and handle many of the administrative details involved in the implementation and maintenance of their plans.
1
| Private Company | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jason Joffe via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| THE STEPHAN CO. | Specialty Stores | Chairman | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Rollins College (Florida) | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 5 |
Sectorielle
| Finance | 3 |
| Retail Trade | 2 |
| Consumer Services | 2 |
Opérationnelle
| Portfolio Manager-Equities | 2 |
| Chief Executive Officer | 1 |
| Founder | 1 |
| President | 1 |
| Corporate Officer/Principal | 1 |
Relations les plus connectées
| Insiders | |
|---|---|
| Brian Harper | 5 |
- Bourse
- Insiders
- Jason Joffe
- Connexions Sociétés
