Profil
Jason S.
Cheu worked as an Analyst at Wedbush Securities, Inc. He then worked as an Associate at Banc of America Securities LLC from 2001 to 2004.
From 2004 to 2005, he worked as an Associate Analyst at FBR Capital Markets & Co. (Old).
He was a Portfolio Manager at Haroun Capital Management LLC from 2009 to 2010.
He worked as an Equity Analyst at ABR Investment Strategy LLC from 2010 to 2012.
In 2016, he worked as a Vice President & Senior Analyst at Gordian Wealth Advisors LLC.
Cheu holds an MBA from the University of Southern California and an undergraduate degree from the University of California San Diego.
Anciens postes connus de Jason S. Cheu
| Sociétés | Poste | Fin |
|---|---|---|
Gordian Wealth Advisors LLC
 Gordian Wealth Advisors LLC Investment ManagersFinance Gordian Wealth Advisors LLC (GWA) is an independent, SEC-registered investment advisor headquartered in Mill Valley, California. The firm was co-founded in 2011 by Britt Doyle and Elliott Elbaz. GWA provides investment management services to high-net worth individuals, trusts and estates, and pooled investment vehicles. | Analyst-Equity | 01/05/2016 |
ABR Investment Strategy LLC
 ABR Investment Strategy LLC Investment ManagersFinance Founded in 2009 by Bradley Gastwirth and Rob Sanderson, ABR Investment Strategy LLC is an investment advisory and independent investment research firm located in San Francisco. The firm provides investment research, valuation analysis and securities recommendations to institutional clients. Their proprietary research focuses on growth companies. ABR Investment Strategy employs a highly-structured research process that seeks to identify the most important themes in their sectors, whether large secular shifts, technology adoption cycles, product cycles or regulatory changes. They determine whether there is an opportunity for large value creation or value shift and identify stocks with significant exposure. The firm's recommendations are sensitive to earnings power, valuation and investor sentiment. | Analyst-Equity | - |
Haroun Capital Management LLC
 Haroun Capital Management LLC Investment ManagersFinance Founded by Christopher Haroun in 2008, Haroun Capital Management LLC is a hedge fund manager located in San Francisco. They manage the Haroun Capital Partners LP, the Haroun Capital Partners Master Fund LP and the Haroun Capital Fund (BVI) Ltd. | Analyst-Equity | 31/01/2010 |
FBR Capital Markets & Co. (Old)
 FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Founded in 1989, FBR Capital Markets & Co., formerly Friedman, Billings, Ramsey & Co., is a broker/dealer headquartered in Arlington, Virginia with additional offices throughout the US. The firm is a subsidiary of FBR Capital Markets Holdings, Inc.. and their ultimate parent is FBR & Co. (NASDAQ: FBRC). In 2007, FBR Capital Markets Corp. was spun out from FBR Group as an independent investment bank, of which FBR Group retained majority ownership. FBR Capital Markets is registered with the SEC and is a member of FINRA, Nasdaq and the SIPC. FBR Capital Markets' Equity Sales & Trading Group provides institutional sales and trading services to over 1300 institutional accounts in the US, Canada, Europe, Australia and Asia. Their clients include mutual funds, hedge funds, money managers, endowments, foundations, banks, insurance companies and pension and profit sharing plans. They actively trade on behalf of clients and make markets in almost 1000 stocks traded on the NYSE, listed and OTC markets and trade more than $100 billion of securities on a per annum basis. In 2009, FBR Capital Markets began making markets in selected stocks traded on the London Stock Exchange and Euronext. In addition to agency trading in listed securities markets, they act as market-maker in Nasdaq and other OTC securities. They are one of the largest distributors of the shares of small- and mid-cap companies in public and private securities offerings and have deep trading expertise in the vertical industry groups in which the firm's investment banking and research teams specialize. These sectors include: (1) consumer (2) diversified industrials (3) energy and natural resources (4) financial institutions (5) healthcare (6) insurance (7) real estate (8) Washington policy analysis and (0) technology, media and telecommunications. The firm's analytical coverage includes a large number of small- and mid-cap companies in addition to large companies. Research is provided by FBR Capital Markets' research department, which is independent from the firm's investment banking department and has the sole authority to determine which companies receive research coverage and the recommendation contained in the coverage. | Analyst-Equity | 31/12/2005 |
Banc of America Securities LLC
 Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Analyst-Equity | 30/06/2004 |
Formation de Jason S. Cheu
| University of Southern California | Masters Business Admin |
| University of California San Diego | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Finance |
FBR Capital Markets & Co. (Old)
FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Founded in 1989, FBR Capital Markets & Co., formerly Friedman, Billings, Ramsey & Co., is a broker/dealer headquartered in Arlington, Virginia with additional offices throughout the US. The firm is a subsidiary of FBR Capital Markets Holdings, Inc.. and their ultimate parent is FBR & Co. (NASDAQ: FBRC). In 2007, FBR Capital Markets Corp. was spun out from FBR Group as an independent investment bank, of which FBR Group retained majority ownership. FBR Capital Markets is registered with the SEC and is a member of FINRA, Nasdaq and the SIPC. FBR Capital Markets' Equity Sales & Trading Group provides institutional sales and trading services to over 1300 institutional accounts in the US, Canada, Europe, Australia and Asia. Their clients include mutual funds, hedge funds, money managers, endowments, foundations, banks, insurance companies and pension and profit sharing plans. They actively trade on behalf of clients and make markets in almost 1000 stocks traded on the NYSE, listed and OTC markets and trade more than $100 billion of securities on a per annum basis. In 2009, FBR Capital Markets began making markets in selected stocks traded on the London Stock Exchange and Euronext. In addition to agency trading in listed securities markets, they act as market-maker in Nasdaq and other OTC securities. They are one of the largest distributors of the shares of small- and mid-cap companies in public and private securities offerings and have deep trading expertise in the vertical industry groups in which the firm's investment banking and research teams specialize. These sectors include: (1) consumer (2) diversified industrials (3) energy and natural resources (4) financial institutions (5) healthcare (6) insurance (7) real estate (8) Washington policy analysis and (0) technology, media and telecommunications. The firm's analytical coverage includes a large number of small- and mid-cap companies in addition to large companies. Research is provided by FBR Capital Markets' research department, which is independent from the firm's investment banking department and has the sole authority to determine which companies receive research coverage and the recommendation contained in the coverage. | Finance |
Haroun Capital Management LLC
Haroun Capital Management LLC Investment ManagersFinance Founded by Christopher Haroun in 2008, Haroun Capital Management LLC is a hedge fund manager located in San Francisco. They manage the Haroun Capital Partners LP, the Haroun Capital Partners Master Fund LP and the Haroun Capital Fund (BVI) Ltd. | Finance |
Wedbush Securities, Inc.
 Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Finance |
ABR Investment Strategy LLC
ABR Investment Strategy LLC Investment ManagersFinance Founded in 2009 by Bradley Gastwirth and Rob Sanderson, ABR Investment Strategy LLC is an investment advisory and independent investment research firm located in San Francisco. The firm provides investment research, valuation analysis and securities recommendations to institutional clients. Their proprietary research focuses on growth companies. ABR Investment Strategy employs a highly-structured research process that seeks to identify the most important themes in their sectors, whether large secular shifts, technology adoption cycles, product cycles or regulatory changes. They determine whether there is an opportunity for large value creation or value shift and identify stocks with significant exposure. The firm's recommendations are sensitive to earnings power, valuation and investor sentiment. | Finance |
Gordian Wealth Advisors LLC
Gordian Wealth Advisors LLC Investment ManagersFinance Gordian Wealth Advisors LLC (GWA) is an independent, SEC-registered investment advisor headquartered in Mill Valley, California. The firm was co-founded in 2011 by Britt Doyle and Elliott Elbaz. GWA provides investment management services to high-net worth individuals, trusts and estates, and pooled investment vehicles. | Finance |
