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Jay Jordan
Compliance Officer chez Heritage Wealth Advisors LLC
Postes actifs de Jay Jordan
Sociétés | Poste | Début | Fin |
---|---|---|---|
Heritage Wealth Advisors LLC
![]() Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Analyst-Equity | - | - |
Directeur en chef des Investissements | - | - | |
Compliance Officer | - | - | |
Gestionnaire de Portefeuille-Actions | - | - | |
Responsable de la banque privée | - | - |
Historique de carrière de Jay Jordan
Anciens postes connus de Jay Jordan
Sociétés | Poste | Début | Fin |
---|---|---|---|
Eagle Asset Management, Inc.
![]() Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Gestionnaire de Portefeuille-Actions | 01/03/2001 | 01/09/2012 |
Formation de Jay Jordan
University of Virginia | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Chief Investment Officer | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Eagle Asset Management, Inc.
![]() Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Finance |
Heritage Wealth Advisors LLC
![]() Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Finance |
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