Jeffrey Kenneth Yandle
Portfolio Manager-Aktien bei JPMorgan Private Wealth Advisors LLC
Aktive Positionen von Jeffrey Kenneth Yandle
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Portfolio Manager-Aktien | 01.04.2017 | - |
Karriereverlauf von Jeffrey Kenneth Yandle
Ehemalige bekannte Positionen von Jeffrey Kenneth Yandle
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
US Trust | Corporate Officer/Principal | 31.12.2005 | 31.12.2005 |
WELLS FARGO & COMPANY | Corporate Officer/Principal | 31.12.1996 | 31.12.1996 |
Habitat for Humanity Nova Scotia | Corporate Officer/Principal | - | - |
Black & Co., Inc. (Oregon) | Corporate Officer/Principal | - | - |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Corporate Officer/Principal | 01.01.1997 | - |
Metropolitan Family Services
Metropolitan Family Services Miscellaneous Commercial ServicesCommercial Services Metropolitan Family Services provides advice, counseling, and other supportive services to families and individuals. It empowers families to learn, to earn, to heal and to thrive through services provided in four key areas such as economic stability, education, emotional wellness and empowerment. The company was founded in 1857 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - | - |
Ausbildung von Jeffrey Kenneth Yandle
University of Notre Dame | Graduate Degree |
University of Portland | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 9 |
Kanada | 2 |
Operativ
Corporate Officer/Principal | 6 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 6 |
Consumer Services | 3 |
Commercial Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
---|---|
WELLS FARGO & COMPANY | Finance |
Private Unternehmen | 6 |
---|---|
Black & Co., Inc. (Oregon) | Finance |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
Habitat for Humanity Nova Scotia | |
US Trust | Finance |
Metropolitan Family Services
Metropolitan Family Services Miscellaneous Commercial ServicesCommercial Services Metropolitan Family Services provides advice, counseling, and other supportive services to families and individuals. It empowers families to learn, to earn, to heal and to thrive through services provided in four key areas such as economic stability, education, emotional wellness and empowerment. The company was founded in 1857 and is headquartered in Chicago, IL. | Commercial Services |
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