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Jason Clark
Analyst-Equity bei Kovitz Investment Group Partners LLC
Aktive Positionen von Jason Clark
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Kovitz Investment Group Partners LLC
![]() Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | Analyst-Equity | 01.10.2018 | - |
Ökonom | 01.10.2018 | - | |
Portfolio Manager-Aktien | 01.10.2018 | - |
Karriereverlauf von Jason Clark
Ehemalige bekannte Positionen von Jason Clark
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
AFAM Capital, Inc.
![]() AFAM Capital, Inc. Investment ManagersFinance AFAM Capital, Inc. is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by Al Frank in 1977 as Al Frank Asset Management, Inc. They are a subsidiary of Kovitz Investment Group Partners LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFAM Capital offers separately managed account services to individuals and institutional investors including pension plan sponsors, endowments and foundations. | Analyst-Equity | 01.02.2007 | 01.09.2018 |
Mitglied des Investmentausschusses | 01.02.2007 | 01.09.2018 | |
Portfolio Manager-Aktien | 01.02.2007 | 01.09.2018 | |
US Department of the Navy (District of Columbia) | Corporate Officer/Principal | - | - |
Edward D. Jones & Co. LP (Investment Management)
![]() Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Corporate Officer/Principal | 01.01.2002 | 31.12.2004 |
A.G. Edwards & Sons, Inc.
![]() A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | 31.12.2006 | 31.12.2006 |
Ausbildung von Jason Clark
University of West Florida | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Operativ
Corporate Officer/Principal | 3 |
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Sektoral
Finance | 5 |
Consumer Services | 2 |
Government | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 5 |
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AFAM Capital, Inc.
![]() AFAM Capital, Inc. Investment ManagersFinance AFAM Capital, Inc. is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by Al Frank in 1977 as Al Frank Asset Management, Inc. They are a subsidiary of Kovitz Investment Group Partners LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFAM Capital offers separately managed account services to individuals and institutional investors including pension plan sponsors, endowments and foundations. | Finance |
A.G. Edwards & Sons, Inc.
![]() A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Edward D. Jones & Co. LP (Investment Management)
![]() Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Finance |
US Department of the Navy (District of Columbia) | Government |
Kovitz Investment Group Partners LLC
![]() Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | Finance |
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