Jason Preston
Gestionnaire de Portefeuille-Actions chez Creative Planning LLC
Postes actifs de Jason Preston
Sociétés | Poste | Début | Fin |
---|---|---|---|
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Gestionnaire de Portefeuille-Actions | 01/03/2012 | - |
Historique de carrière de Jason Preston
Anciens postes connus de Jason Preston
Sociétés | Poste | Début | Fin |
---|---|---|---|
H&R BLOCK, INC. | Corporate Officer/Principal | - | - |
TD Waterhouse Securities, Inc. | Corporate Officer/Principal | 01/01/1999 | - |
Formation de Jason Preston
University of Missouri-Kansas City | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectorielle
Consumer Services | 3 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Sociétés cotées | 1 |
---|---|
H&R BLOCK, INC. | Consumer Services |
Entreprise privées | 2 |
---|---|
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
TD Waterhouse Securities, Inc. |
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