Profil
Mr. Jonathan D.
Held is Portfolio Manager & Lead Trader at SNS Financial Group LLC.
Mr. Held received his BBA in Finance from University of Minnesota, Duluth.
Anciens postes connus de Jonathan Dean Held
| Sociétés | Poste | Fin |
|---|---|---|
SNS Financial Group LLC
SNS Financial Group LLC Investment ManagersFinance Bluespring Wealth manages all or a portion of their clients' assets on a discretionary basis or, in limited circumstances, on a non-discretionary basis. The firm primarily allocates clients’ investment management assets among mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, commodities, derivatives, and independent investment managers. Their Investment Committee determines both a high-level allocation strategy as well as a general list of securities products approved to implement custom strategies for clients. | Trading-Equity | - |
Formation de Jonathan Dean Held
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Minnesota Duluth
University of Minnesota Duluth Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SNS Financial Group LLC
SNS Financial Group LLC Investment ManagersFinance Bluespring Wealth manages all or a portion of their clients' assets on a discretionary basis or, in limited circumstances, on a non-discretionary basis. The firm primarily allocates clients’ investment management assets among mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, commodities, derivatives, and independent investment managers. Their Investment Committee determines both a high-level allocation strategy as well as a general list of securities products approved to implement custom strategies for clients. | Finance |
















