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Jason Donald Comes
Gestore di Portafoglio-Azioni presso CWM LLC
Provenienza dei contatti di primo grado di Jason Donald Comes
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
CWM LLC
![]() CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice.
12
| Subsidiary | Investment Managers | 12 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jason Donald Comes tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Trinity University | College/University | Undergraduate Degree | |
University of Nebraska | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northwestern Mutual Investment Services LLC
![]() Northwestern Mutual Investment Services LLC Investment ManagersFinance Northwestern Mutual Investment Services LLC (NMIS) is an asset management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1968 and is a wholly owned subsidiary of The Northwestern Mutual Life Insurance Co. NMIS serves the investment planning and product needs of individuals and businesses through high-quality products, personal service and innovative solutions. | Investment Managers | Chief Investment Officer | |
Institutional Shareholder Services, Inc.
![]() Institutional Shareholder Services, Inc. Investment ManagersFinance Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media. | Investment Managers | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree | |
Carson Group, Inc. (New York)
![]() Carson Group, Inc. (New York) Investment ManagersFinance Carson Group provides financial information services. The firm specializes in global shareholder research and related advisory services. The company was foundedd by David M. Geliebter and is headquartered in New York, NY. | Investment Managers | Chief Executive Officer | |
CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Investment Committee Member | |
Creighton University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
University of Baltimore | College/University | Graduate Degree | |
Wichita State University | College/University | Undergraduate Degree | |
University of South Dakota | College/University | Undergraduate Degree | |
Edison Investment Research Ltd.
![]() Edison Investment Research Ltd. Investment ManagersFinance Edison Investment Research Ltd. (Edison) is an investment research, investor relations and consulting firm headquartered in London, UK. The firm was founded by Stephen Rogers and Fraser Thorne in 2003. They are a subsidiary of Edison Global Ltd. Edison provides investment research to international investors, advisors and stakeholders. | Investment Managers | Analyst-Equity | |
SilverStone Group, Inc.
![]() SilverStone Group, Inc. Investment ManagersFinance SilverStone Group, Inc. engages in the provision of insurance services that offers risk management and employee benefits. Its services include HR consulting, property and casualty coverage, risk management, employee benefits, business insurance, and financial planning services. The company was founded by Ruth Nelson and H. H. Nelson in 1945 and is headquartered in Omaha, NE. | Investment Managers | Corporate Officer/Principal | |
The American College of Financial Services | College/University | Graduate Degree | |
York College | College/University | Undergraduate Degree | |
Commerce Investment Advisors, Inc.
![]() Commerce Investment Advisors, Inc. Investment ManagersFinance Commerce Investment Advisors, Inc. (CIA) is a registered mutual fund manager headquartered in Kansas City, Missouri. The firm is a subsidiary of Commerce Bank and their ultimate parent is Commerce Bancshares, Inc. (NASDAQ: CBSH), a regional bank holding company. CIA manages the Commerce Funds, a family of mutual funds. | Investment Managers | Analyst-Equity | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Carson Group Holdings LLC
![]() Carson Group Holdings LLC Investment ManagersFinance Carson Group Holdings LLC provides wealth management services to financial advisors and clients. The company was founded by Ronald Lloyd Carson, Jr. and is headquartered in Omaha, NE. | Investment Managers | Founder | |
Dreamweaver Foundation | Founder | ||
Carson Group, Inc.
![]() Carson Group, Inc. Investment ManagersFinance Carson Group, Inc. provides financial advisory services. It offers coaching and partnership services to advisor firms and straightforward financial advice to the investing public. The company was founded by Ronald Lloyd Carson Jr. and is headquartered in Omaha, NE. | Investment Managers | Founder |
Statistiche
Distribuzione geografica
Stati Uniti | 21 |
Regno Unito | 2 |
Settori
Finance | 12 |
Consumer Services | 11 |
Posizioni
Undergraduate Degree | 12 |
Analyst-Equity | 11 |
Portfolio Manager-Equities | 7 |
Founder | 5 |
Director of Research - Equity | 4 |
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