Provenienza dei contatti di primo grado di Jason Joffe
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Inlight Wealth Management LLC
 Inlight Wealth Management LLC Investment ManagersFinance Inlight Wealth Management LLC is an independent advisory firm that focuses on preserving and growing wealth while simplifying their clients' financial lives. The private company is based in Atlanta, GA and was founded in 2017 by Jason S. Joffe, who has been the CEO since then. The company provides expertise, focus, and execution that enables their clients to delegate the work of managing their wealth. Inlight Wealth Management offers customized solutions and services that are as nuanced as their clients' needs. The company organizes their clients' financial pictures into comprehensive plans, provide reporting on all of their assets, and handle many of the administrative details involved in the implementation and maintenance of their plans.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jason Joffe tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Rollins College (Florida) | College/University | Undergraduate Degree | |
| THE STEPHAN CO. | Specialty Stores | Chairman |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
| Retail Trade | 2 |
Posizioni
| Portfolio Manager-Equities | 2 |
| Chief Executive Officer | 1 |
| Founder | 1 |
| President | 1 |
| Corporate Officer/Principal | 1 |
Contatti più connessi
| Insiders | |
|---|---|
| Brian Harper | 5 |
- Borsa valori
- Insiders
- Jason Joffe
- Connessioni Società
