Chris Blum
Analyst-Equity presso Edward D. Jones & Co. LP (Investment Management)
Provenienza dei contatti di primo grado di Chris Blum
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Edward D. Jones & Co. LP
 Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.
64
| Subsidiary | Investment Managers | 64 |
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.
47
| Holding Company | Investment Managers | 47 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Chris Blum tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
Marietta Corp.
 Marietta Corp. Household/Personal CareConsumer Non-Durables Marietta Corp. manufactures and supplies hotel guest amenity products. The company was founded on October 18, 1976 and is headquartered in Ontario, NY. | Household/Personal Care | Corporate Officer/Principal | |
| Washington University in St. Louis | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin | |
Kennedy Capital Management LLC
 Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Nebraska | College/University | Undergraduate Degree Masters Business Admin | |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Towneley Capital Management, Inc.
 Towneley Capital Management, Inc. Investment ManagersFinance Towneley Capital Management, Inc. (Towneley) is a SEC-registered investment advisor headquartered in Laguna Hills, California. The firm was founded by Wesley G. McCain in 1971 and is owned by TCM Employee Stock Ownership Trust. Towneley provides investment counseling, asset management, and financial planning services on a fee-only basis to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| Stanford University | College/University | Graduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Missouri | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
| St. Louis University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Truman State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Madison Wealth Partners, Inc.
 Madison Wealth Partners, Inc. Investment ManagersFinance Madison Wealth Partners, Inc. (Madison Partners) is an independent, SEC-registered investment adviser headquartered in Waunakee, Wisconsin. Founded in 2020, Madison Partners offers wealth management services to individuals, families, and business owners. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
| Indiana University | College/University | Masters Business Admin Masters Business Admin | |
Regatta Capital Group LLC
 Regatta Capital Group LLC Investment ManagersFinance Regatta Capital Group LLC (Regatta Capital Group) is a venture capital firm founded in 2007 by Russell R. Mohberg and Spencer Southard Kelly. The firm is headquartered in El Segundo, California. | Investment Managers | Founder Founder | |
| Abilene Christian University | College/University | Undergraduate Degree Undergraduate Degree | |
| Grinnell College | College/University | Undergraduate Degree Undergraduate Degree | |
J. Team Financial, Inc.
 J. Team Financial, Inc. Investment ManagersFinance J. Team Financial, Inc. (TFS) is a registered investment adviser founded in 2005. Headquartered in Abilene, Texas, TFS provides personalized confidential financial planning and investment management to individuals, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, registered investment companies and small businesses. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
| East Carolina University | College/University | Undergraduate Degree Masters Business Admin | |
| Principia College | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree | |
| Claremont McKenna College | College/University | Undergraduate Degree | |
Equitable Financial Life Insurance Co.
 Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| St. Mary's University of Minnesota | College/University | Undergraduate Degree | |
Marks Group Wealth Management, Inc.
 Marks Group Wealth Management, Inc. Investment ManagersFinance Marks Group Wealth Management, Inc. (MGWM) is an independent, SEC-registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Bennett Marks in 2008. MGWM provides financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Investment Committee Member | |
| Lipscomb University | College/University | Undergraduate Degree | |
| Harding University | College/University | Graduate Degree | |
| Wheaton College (Massachusetts) | College/University | Undergraduate Degree | |
Annex Advisory Services LLC
 Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Investment Managers | Sales & Marketing | |
| The California State University | College/University | Undergraduate Degree | |
| Maryville University of St. Louis | College/University | Masters Business Admin | |
Georgia, Inc.
 Georgia, Inc. Agricultural Commodities/MillingProcess Industries Part of JI Acquisition Corp., Georgia, Inc. is an American company that specializes in cotton re-ginning. | Agricultural Commodities/Milling | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Spagna | 2 |
Settori
| Consumer Services | 24 |
| Finance | 19 |
| Consumer Non-Durables | 2 |
| Commercial Services | 2 |
| Miscellaneous | 2 |
Posizioni
| Corporate Officer/Principal | 106 |
| Analyst-Equity | 94 |
| Undergraduate Degree | 89 |
| Masters Business Admin | 37 |
| Director/Board Member | 23 |
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