Meredith Cabell Jones
Gestionnaire de Portefeuille-Actions chez Moloney Securities Asset Management LLC
Profil
Mr. Meredith C.
Jones is a Senior Portfolio Manager at Moloney Securities Asset Management LLC.
Prior to joining Moloney Securities Asset Management, he worked as a Senior Portfolio Manager for Hancock Securities, where he established and ran the firm's Opportunistic Managed Account Strategy.
Prior to Hancock, he has worked as an analyst, broker, and branch manager for several firms since beginning his career in 1984.
He holds a bachelor's degree in History from the University of Vermont and an MBA from Washington University.
Postes actifs de Meredith Cabell Jones
| Sociétés | Poste | Début |
|---|---|---|
Moloney Securities Asset Management LLC
 Moloney Securities Asset Management LLC Investment ManagersFinance Moloney Securities Asset Management LLC (MSAM) is a SEC-registered investment advisory firm headquartered in Manchester, Missouri. The firm was founded in 2015 and is a subsidiary of Briar Green Holdings, Inc., which is owned by E. J. Moloney Marital Trust. MSAM provides custom investment planning, wealth management services and pension consulting for individuals, companies, retirement assets and investment adviser representatives. | Gestionnaire de Portefeuille-Actions | 01/02/2016 |
Anciens postes connus de Meredith Cabell Jones
| Sociétés | Poste | Fin |
|---|---|---|
Moloney Securities Co., Inc. (Asset Management)
 Moloney Securities Co., Inc. (Asset Management) Investment ManagersFinance Founded in 1995, Moloney Securities Co., Inc. is a dually-registered broker/dealer and investment advisor, as well as a licensed general insurance agency. The firm is headquartered in Manchester, Missouri. Moloney Securities Co., Inc., the registered investment advisor, has relationships with independent advisors who provide personalized investment advice to the firm's clients. These advisors do business as "Moloney" or under different dba names such as: St. Croix Capital Management, Warren Financial Services, Arlington Financial Services, Heritage Investment Management LLP, Synergistic Financial, Moloney Securities Asset Management and others. ^Moloney is member of FINRA, the SIPC and the MSRB. They provide a wide range of investment and insurance products and services to middle and upper income individuals, as well as small companies. Their products and services include stocks, mutual finds, managed portfolios, bonds, variable annuities, fixed annuities, preferred and convertibles, variable life products, long-term healthcare, health insurance, general insurance planning, in-house money management and investment planning. Moloney's clients include individuals, pension and profit sharing plans, trusts, estates, or charitable organizations, corporations or business entities. | Gestionnaire de Portefeuille-Actions | 01/03/2016 |
| Hancock Securities | Corporate Officer/Principal | - |
Formation de Meredith Cabell Jones
| University of Washington | Masters Business Admin |
| University of Vermont | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Moloney Securities Co., Inc. (Asset Management)
Moloney Securities Co., Inc. (Asset Management) Investment ManagersFinance Founded in 1995, Moloney Securities Co., Inc. is a dually-registered broker/dealer and investment advisor, as well as a licensed general insurance agency. The firm is headquartered in Manchester, Missouri. Moloney Securities Co., Inc., the registered investment advisor, has relationships with independent advisors who provide personalized investment advice to the firm's clients. These advisors do business as "Moloney" or under different dba names such as: St. Croix Capital Management, Warren Financial Services, Arlington Financial Services, Heritage Investment Management LLP, Synergistic Financial, Moloney Securities Asset Management and others. ^Moloney is member of FINRA, the SIPC and the MSRB. They provide a wide range of investment and insurance products and services to middle and upper income individuals, as well as small companies. Their products and services include stocks, mutual finds, managed portfolios, bonds, variable annuities, fixed annuities, preferred and convertibles, variable life products, long-term healthcare, health insurance, general insurance planning, in-house money management and investment planning. Moloney's clients include individuals, pension and profit sharing plans, trusts, estates, or charitable organizations, corporations or business entities. | Finance |
| Hancock Securities | |
Moloney Securities Asset Management LLC
Moloney Securities Asset Management LLC Investment ManagersFinance Moloney Securities Asset Management LLC (MSAM) is a SEC-registered investment advisory firm headquartered in Manchester, Missouri. The firm was founded in 2015 and is a subsidiary of Briar Green Holdings, Inc., which is owned by E. J. Moloney Marital Trust. MSAM provides custom investment planning, wealth management services and pension consulting for individuals, companies, retirement assets and investment adviser representatives. | Finance |
