![Brooke Jones](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Brooke Jones
Direttore operativo presso Sandlapper Wealth Management LLC
Profilo
Brooke Jones is currently working as the Director of New Business at SANDLAPPER Securities LLC and as the Operations Director at Sandlapper Wealth Management LLC.
She completed her undergraduate degree at Clemson University.
Posizioni attive di Brooke Jones
Società | Posizione | Inizio |
---|---|---|
SANDLAPPER Securities LLC
![]() SANDLAPPER Securities LLC Investment ManagersFinance SANDLAPPER Securities LLC provides securities brokerage dealing services. It operates as a broker-dealer of investment products and services, including insurance and annuity, wealth management, and strategic portfolio modeling. The firm’s investment products include real estate investments, notes and debentures, hedge funds, and private equity and also many types of tax advantaged investment strategies and products. The company was founded by Trevor L. Gordon in 2005 and is headquartered in Greenville, SC. | Corporate Officer/Principal | - |
Sandlapper Wealth Management LLC
![]() Sandlapper Wealth Management LLC Investment ManagersFinance Part of SANDLAPPER Securities LLC, Sandlapper Wealth Management LLC offers customized investment management services to individuals and institutions. The company is based in Greenville, SC and was founded by Trevor L. Gordon, who has been the CEO since incorporation. The company also provides wealth advisory services including financial planning and investment management strategies to affluent and wealthy individuals as well as business entities and non-profit organizations. The company's investment approach is based on the individual goals, objectives, time horizon, and risk tolerance of each client. The team at Sandlapper Wealth Management and its advisors bring decades of knowledge and experience through various market conditions and cycles. | Direttore operativo | - |
Formazione di Brooke Jones
Clemson University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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SANDLAPPER Securities LLC
![]() SANDLAPPER Securities LLC Investment ManagersFinance SANDLAPPER Securities LLC provides securities brokerage dealing services. It operates as a broker-dealer of investment products and services, including insurance and annuity, wealth management, and strategic portfolio modeling. The firm’s investment products include real estate investments, notes and debentures, hedge funds, and private equity and also many types of tax advantaged investment strategies and products. The company was founded by Trevor L. Gordon in 2005 and is headquartered in Greenville, SC. | Finance |
Sandlapper Wealth Management LLC
![]() Sandlapper Wealth Management LLC Investment ManagersFinance Part of SANDLAPPER Securities LLC, Sandlapper Wealth Management LLC offers customized investment management services to individuals and institutions. The company is based in Greenville, SC and was founded by Trevor L. Gordon, who has been the CEO since incorporation. The company also provides wealth advisory services including financial planning and investment management strategies to affluent and wealthy individuals as well as business entities and non-profit organizations. The company's investment approach is based on the individual goals, objectives, time horizon, and risk tolerance of each client. The team at Sandlapper Wealth Management and its advisors bring decades of knowledge and experience through various market conditions and cycles. | Finance |
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