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Nancy Johnson Jones
Plus aucun poste en cours
Profil
Nancy Johnson Jones worked as a Director at the Financial Planning Association, Foundation for Financial Planning, and Certified Financial Planner Board of Standards, Inc. She also worked as a Chief Compliance Officer at Cambridge Investment Research, Inc., BKD Wealth Advisors LLC, 1st Global Advisors, Inc., Financial Network Investment Corp., and HighTower Securities LLC.
Ms. Johnson Jones received her undergraduate degree from Indiana University in 1983.
Anciens postes connus de Nancy Johnson Jones
| Sociétés | Poste | Fin |
|---|---|---|
Financial Network Investment Corp.
 Financial Network Investment Corp. Investment Banks/BrokersFinance Provides brokerage services | Compliance Officer | 01/01/2013 |
HighTower Securities LLC
 HighTower Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Compliance Officer | 31/07/2009 |
BKD Wealth Advisors LLC
 BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors specializes in managing customized and tax-efficient portfolios using a mix of investments including mutual funds, ETFs, bonds, stocks and alternative investments. Portfolios are designed to suit each client's specific risk profiles and are generally long-term in nature. The firm may occasionally make short-term investments including margin transactions and the purchase of stock options. BKD Wealth Advisors offers advice on a wide range of investments and investment programs including short-term money market securities; corporate, municipal and US government fixed income securities; exchange listed, over-the-counter and foreign equities; and investment company securities such as mutual funds, separately managed accounts and annuities. | Compliance Officer | 31/07/2008 |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Directeur/Membre du Conseil | - |
1st Global Advisors, Inc.
 1st Global Advisors, Inc. Investment ManagersFinance 1st Global Advisors' investment philosophy is based on the principles of diversification and strategic asset allocation. The firm's platform of investment advisory services is referred to as Investment Management Solutions (IMS). Through IMS, clients have access to a wide range of investment products, including, but not limited to, mutual funds, ETFs, common and preferred stocks, municipal, corporate and government fixed income securities, unit investment trusts, certificates of deposit and alternative investments such as fund-of-funds hedge funds, structured investments and private equity. The investment management solutions offered through IMS include Ultra-Conservative, Conservative, Moderate, Growth, and Aggressive Growth. All IMS programs, except Core/Satellite model portfolios, offer access to fund-of-funds hedge funds, private equity and structured investments. For qualified clients, the firm offer access to other illiquid investment alternatives, such as non-publicly traded REITs and limited partnership interests. | Compliance Officer | 31/12/2000 |
Formation de Nancy Johnson Jones
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Cambridge Investment Research, Inc.
 Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
BKD Wealth Advisors LLC
BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors specializes in managing customized and tax-efficient portfolios using a mix of investments including mutual funds, ETFs, bonds, stocks and alternative investments. Portfolios are designed to suit each client's specific risk profiles and are generally long-term in nature. The firm may occasionally make short-term investments including margin transactions and the purchase of stock options. BKD Wealth Advisors offers advice on a wide range of investments and investment programs including short-term money market securities; corporate, municipal and US government fixed income securities; exchange listed, over-the-counter and foreign equities; and investment company securities such as mutual funds, separately managed accounts and annuities. | Finance |
1st Global Advisors, Inc.
1st Global Advisors, Inc. Investment ManagersFinance 1st Global Advisors' investment philosophy is based on the principles of diversification and strategic asset allocation. The firm's platform of investment advisory services is referred to as Investment Management Solutions (IMS). Through IMS, clients have access to a wide range of investment products, including, but not limited to, mutual funds, ETFs, common and preferred stocks, municipal, corporate and government fixed income securities, unit investment trusts, certificates of deposit and alternative investments such as fund-of-funds hedge funds, structured investments and private equity. The investment management solutions offered through IMS include Ultra-Conservative, Conservative, Moderate, Growth, and Aggressive Growth. All IMS programs, except Core/Satellite model portfolios, offer access to fund-of-funds hedge funds, private equity and structured investments. For qualified clients, the firm offer access to other illiquid investment alternatives, such as non-publicly traded REITs and limited partnership interests. | Finance |
Financial Network Investment Corp.
Financial Network Investment Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Commercial Services |
Foundation for Financial Planning | |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial planning services for charity | Commercial Services |
HighTower Securities LLC
HighTower Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
