Jacob Odom
Gestore di Portafoglio-Azioni presso Lee Financial Co. LLC
Profilo
Jacob Chandler Odom is currently working as a Portfolio Manager at Lee Financial Co. LLC since 2023.
Previously, he worked as a Client Service Manager at Covenant Wealth Strategies LLC from 2014 to 2017.
He completed his undergraduate degree at Southern Methodist University in 2014.
Posizioni attive di Jacob Odom
| Società | Posizione | Inizio |
|---|---|---|
Lee Financial Co. LLC
 Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | Gestore di Portafoglio-Azioni | 01/02/2017 |
Precedenti posizioni note di Jacob Odom
| Società | Posizione | Fine |
|---|---|---|
Covenant Wealth Strategies LLC
 Covenant Wealth Strategies LLC Investment ManagersFinance Covenant Wealth Strategies LLC is a financial planning company that offers independent and comprehensive financial planning and investment strategies. The private company is based in Wilmington, DE. The company prioritizes their clients' success and well-being and strive to put them in a position of strength to make educated decisions and achieve their goals. The company provides comprehensive financial planning services including retirement planning, investment planning, executive compensation planning, estate and legacy planning, risk management planning, and education planning. The company's approach involves understanding the overall financial objectives and designing a strategy that strives to build and preserve wealth over the course of a lifetime. | Corporate Officer/Principal | 01/02/2017 |
Formazione di Jacob Odom
| Southern Methodist University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | Finance |
Covenant Wealth Strategies LLC
Covenant Wealth Strategies LLC Investment ManagersFinance Covenant Wealth Strategies LLC is a financial planning company that offers independent and comprehensive financial planning and investment strategies. The private company is based in Wilmington, DE. The company prioritizes their clients' success and well-being and strive to put them in a position of strength to make educated decisions and achieve their goals. The company provides comprehensive financial planning services including retirement planning, investment planning, executive compensation planning, estate and legacy planning, risk management planning, and education planning. The company's approach involves understanding the overall financial objectives and designing a strategy that strives to build and preserve wealth over the course of a lifetime. | Finance |
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