Jacob Daniel Vaiden
Trading-Equity presso Savant Capital LLC (Illinois)
Provenienza dei contatti di primo grado di Jacob Daniel Vaiden
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses.
36
| Subsidiary | Investment Managers | 36 |
University of Illinois Springfield
1
| College/University | Other Consumer Services | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jacob Daniel Vaiden tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rockford University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
Savant Wealth Management LLC
 Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
| The American College of Financial Services | College/University | Graduate Degree Graduate Degree | |
| North Central College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree | |
| Truman State University | College/University | Undergraduate Degree | |
| Edgewood College | College/University | Masters Business Admin | |
Farmers-Merchants Bank of Illinois
 Farmers-Merchants Bank of Illinois Regional BanksFinance Farmers-Merchants Bank of Illinois operates as state chartered commercial bank. The firm offers bank by phone, Internet banking, Roth IRAs, and health savings accounts. The company is headquartered in Joy, IL. | Regional Banks | Director/Board Member | |
| The University of Montana | College/University | Masters Business Admin | |
| Parkland College | College/University | Undergraduate Degree | |
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. | Investment Managers | Corporate Officer/Principal | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin | |
| Calvin University | College/University | Undergraduate Degree | |
| Wake Forest University | College/University | Undergraduate Degree | |
| Eastern Illinois University | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
Cliffwater LLC
 Cliffwater LLC Investment ManagersFinance Cliffwater LLC is a SEC-registered investment advisor and holding firm headquartered in Marina del Rey, California. The firm was founded by Stephen L. Nesbitt in 2004 and serves as the investment adviser to corporate and public pension plans, endowments and foundations, financial institutions, investment advisers, other business entities, trusts, family offices, high net worth individuals and pooled investment vehicles. | Investment Managers | Director of Research - Equity | |
| Mississippi State University | College/University | Undergraduate Degree | |
| The University of Alabama | College/University | Masters Business Admin | |
Bridgeworth LLC
 Bridgeworth LLC Investment ManagersFinance Bridgeworth LLC (dba Bridgeworth Wealth Management) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by David W. Harris and Henry B. Ware in 2008 as Bridgeworth Financial LLC. In 2023, they were acquired by Savant Wealth Management LLC, which is ultimately owned by SCMI, Inc. Bridgeworth provides comprehensive wealth management services to individuals, families and business owners. | Investment Managers | Investment Committee Member | |
| Shippensburg University of Pennsylvania | College/University | Undergraduate Degree | |
| Lebanon Valley College | College/University | Masters Business Admin | |
| National Association of Personal Financial Advisors | Director/Board Member | ||
Lumiant Pty Ltd.
 Lumiant Pty Ltd. Packaged SoftwareTechnology Services Lumiant Pty Ltd. is a cloud-based advice and client engagement platform that connects clients and their advisors around their lives, values, and finances. The company is based in Sydney, AU. The platform helps clients make better choices and live their best lives confidently. Lumiant removes key person dependency through its software-supported advice process, creating a memorable, measurable, and repeatable process that anyone can deliver. and has subsidiaries in the United States. Lumiant was founded by Santiago Burridge and Chris Dadej, and Santiago Burridge has been the CEO since incorporation. | Packaged Software | Director/Board Member | |
| Foundation for Financial Planning | Director/Board Member | ||
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin | |
| University of San Diego | College/University | Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin | |
Illinois Certified Public Accountants Society
 Illinois Certified Public Accountants Society Miscellaneous Commercial ServicesCommercial Services The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998. | Miscellaneous Commercial Services | President | |
Vistage International, Inc.
 Vistage International, Inc. Personnel ServicesCommercial Services Vistage International, Inc. engages in the provision of human resources consulting services. It offers executive leadership programs and business coaching to chief executives and business leaders. It also provides chief executive leadership, small business training, key executive coaching, trusted advisor executive, and inside leadership development programs. The company was founded in 1957 and is headquartered in San Diego, CA. | Personnel Services | Corporate Officer/Principal | |
SCMI, Inc.
 SCMI, Inc. Engineering & ConstructionIndustrial Services SCMI, Inc. provides investment advisory services. The company is headquartered in Rockford, IL. | Engineering & Construction | President |
Statistiche
Distribuzione geografica
| Stati Uniti | 43 |
| Norvegia | 2 |
| Australia | 2 |
Settori
| Consumer Services | 25 |
| Finance | 12 |
| Commercial Services | 5 |
| Health Services | 2 |
| Technology Services | 2 |
Posizioni
| Undergraduate Degree | 36 |
| Portfolio Manager-Equities | 29 |
| Corporate Officer/Principal | 16 |
| Masters Business Admin | 9 |
| Director/Board Member | 8 |
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