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Jason William Browne
Directeur Général chez
Alexis Investment Partners LLC
Profil
Mr. Jason W.
Browne is a President at Alexis Investment Partners LLC.
Mr. Browne was previously employed as a Chief Investment Strategist by FundX Investment Group LLC.
He has been an investment advisor since 1995 with roles including Chief Investment Officer, Chief Investment Strategist, President of a series of mutual funds, Portfolio Manager, Investment Advisor and Financial Consultant.
He earned his MBA from St Mary’s College in 2008 and his BA from San Francisco State University in 1994.
Postes actifs de Jason William Browne
| Sociétés | Poste | Début |
|---|---|---|
Alexis Investment Partners LLC
 Alexis Investment Partners LLC Investment ManagersFinance AIP gathers Client data to understand their current financial situation, existing resources, financial goals, and tolerance for risk. Based on what is learned, an investment approach is presented to the client, consisting of individual stocks, bonds, ETFs, options, mutual funds and other public and private securities or investments. The firm uses both bottom-up and top-down analysis. | Directeur Général | 01/02/2018 |
Anciens postes connus de Jason William Browne
| Sociétés | Poste | Fin |
|---|---|---|
FundX Investment Group LLC
 FundX Investment Group LLC Investment ManagersFinance FundX structures a portfolio consistent with the client’s stated financial goals, time frame and risk objectives. They invest client assets in no-load mutual funds and/or ETFs in accordance with the firm’s observation that this approach offers clients both diversification and modest expenses. Their research team employs charting, fundamental, technical and cyclical methodologies in its securities analyses. | Membre du Comité d'Investissement | 30/04/2019 |
Formation de Jason William Browne
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
45
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
St. Mary's College (Maryland)
 St. Mary's College (Maryland) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
San Francisco State University
 San Francisco State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FundX Investment Group LLC
FundX Investment Group LLC Investment ManagersFinance FundX structures a portfolio consistent with the client’s stated financial goals, time frame and risk objectives. They invest client assets in no-load mutual funds and/or ETFs in accordance with the firm’s observation that this approach offers clients both diversification and modest expenses. Their research team employs charting, fundamental, technical and cyclical methodologies in its securities analyses. | Finance |
Alexis Investment Partners LLC
Alexis Investment Partners LLC Investment ManagersFinance AIP gathers Client data to understand their current financial situation, existing resources, financial goals, and tolerance for risk. Based on what is learned, an investment approach is presented to the client, consisting of individual stocks, bonds, ETFs, options, mutual funds and other public and private securities or investments. The firm uses both bottom-up and top-down analysis. | Finance |
