![Jeffrey Michael Auld](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Jeffrey Michael Auld served as President & Chief Executive Officer, President, Chief Executive Officer & Director, and President at SagePoint Financial, Inc., and held positions as Chairman & President at Magna Investments Plc, Limited Partner at Edward D.
Jones & Co. LP, and President at NEXT Financial Group, Inc. and Berthel Fisher & Co. Financial Services, Inc. Auld received an undergraduate degree from William Penn University.
Anciens postes connus de Jeffrey Michael Auld
| Sociétés | Poste | Fin |
|---|---|---|
SagePoint Financial, Inc.
 SagePoint Financial, Inc. Investment Banks/BrokersFinance Provides brokerage services | Directeur Général | 01/01/2021 |
SagePoint Financial, Inc. (Investment Management)
 SagePoint Financial, Inc. (Investment Management) Investment ManagersFinance SagePoint-IM’s advisory services are generally designed for strategic long-term investing, although short-term tactical investment strategies are also available to accommodate certain circumstances. | Directeur Général | 01/01/2021 |
Berthel Fisher & Co. Financial Services, Inc.
 Berthel Fisher & Co. Financial Services, Inc. Investment Banks/BrokersFinance Provides brokerage services | President | 31/05/2008 |
Edward D. Jones & Co. LP
 Edward D. Jones & Co. LP Investment ManagersFinance Provides financial, wealth and retirement advisory services | Corporate Officer/Principal | - |
Magna Investments Plc
 Magna Investments Plc Investment Trusts/Mutual FundsMiscellaneous Provides financial investment services | Corporate Officer/Principal | - |
Formation de Jeffrey Michael Auld
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
17
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Edward D. Jones & Co. LP
Edward D. Jones & Co. LP Investment ManagersFinance Provides financial, wealth and retirement advisory services | Finance |
NEXT Financial Group, Inc.
 NEXT Financial Group, Inc. Investment ManagersFinance NEXT uses both quantitative and qualitative analysis to construct its ETF and mutual fund allocation models. Each model’s goal is to meet its investment objective through a diversified portfolio of strategically managed ETFs or mutual funds based on a target fixed income-to-equity ratio. They seek to maintain allocation targets through periodic rebalancing. | Finance |
Magna Investments Plc
Magna Investments Plc Investment Trusts/Mutual FundsMiscellaneous Provides financial investment services | Miscellaneous |
Berthel Fisher & Co. Financial Services, Inc.
Berthel Fisher & Co. Financial Services, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
William Penn University
 William Penn University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
SagePoint Financial, Inc. (Investment Management)
SagePoint Financial, Inc. (Investment Management) Investment ManagersFinance SagePoint-IM’s advisory services are generally designed for strategic long-term investing, although short-term tactical investment strategies are also available to accommodate certain circumstances. | Finance |
