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Jason Wenk
Amministratore Delegato presso Altruist Corp.
Posizioni attive di Jason Wenk
Società | Posizione | Inizio | Fine |
---|---|---|---|
Altruist Corp.
![]() Altruist Corp. Packaged SoftwareTechnology Services Altruist Corp. engages in the operations of a digital investment platform that helps financial advisors. It provides management and advisory services . The company was founded by Jason Wenk on September 10, 2018 and is headquartered in Venice, CA. | Amministratore Delegato | 01/01/2018 | - |
Fondatore | 01/01/2018 | - | |
Matterscale Ventures LLC
![]() Matterscale Ventures LLC Investment ManagersFinance Matterscale Ventures LLC (Matterscale Ventures) is a venture capital firm founded in 2019 by Antonio Luck. The firm is headquartered in New York. | Investitore di Private Equity | 01/10/2019 | - |
Storia della carriera di Jason Wenk
Precedenti posizioni note di Jason Wenk
Società | Posizione | Inizio | Fine |
---|---|---|---|
Brookstone Asset Management LLC
![]() Brookstone Asset Management LLC Investment ManagersFinance Brookstone Asset Management LLC (Brookstone AM) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 2011 and formerly known as FormulaFolio Investments LLC. They are solely owned by Brookstone Capital Management LLC, which is ultimately owned by AmeriLife Group LLC. Brookstone AM provides investment services to individuals and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Fondatore | 01/09/2011 | 01/06/2022 |
Membro del Comitato di Investimento | 01/09/2011 | 01/07/2020 | |
Gestore di Portafoglio-Azioni | 01/09/2011 | 01/06/2022 | |
Stratega di mercato | 01/09/2011 | 01/06/2022 | |
Retirement Wealth Advisors, Inc.
![]() Retirement Wealth Advisors, Inc. Investment ManagersFinance Retirement Wealth Advisors, Inc. is a private company that aims to help clients live more enjoyable lives through smarter investment portfolios. The company is based in Jenison, MI and was founded by Jason Robert Wenk. The company prioritizes their clients' goals and have a fiduciary responsibility to always put their clients' interests first. The company delivers sophisticated portfolio management, personal relationships, and holistic wealth management. | Amministratore Delegato | 01/01/2005 | 01/09/2018 |
Fondatore | 01/01/2005 | 01/09/2018 | |
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. | Corporate Officer/Principal | - | - |
Formazione di Jason Wenk
Grand Valley State University (Michigan) | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Founder | 3 |
Chief Executive Officer | 2 |
Investment Committee Member | 1 |
Settori
Finance | 5 |
Consumer Services | 2 |
Technology Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
---|---|
Brookstone Asset Management LLC
![]() Brookstone Asset Management LLC Investment ManagersFinance Brookstone Asset Management LLC (Brookstone AM) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 2011 and formerly known as FormulaFolio Investments LLC. They are solely owned by Brookstone Capital Management LLC, which is ultimately owned by AmeriLife Group LLC. Brookstone AM provides investment services to individuals and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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. | Finance |
Retirement Wealth Advisors, Inc.
![]() Retirement Wealth Advisors, Inc. Investment ManagersFinance Retirement Wealth Advisors, Inc. is a private company that aims to help clients live more enjoyable lives through smarter investment portfolios. The company is based in Jenison, MI and was founded by Jason Robert Wenk. The company prioritizes their clients' goals and have a fiduciary responsibility to always put their clients' interests first. The company delivers sophisticated portfolio management, personal relationships, and holistic wealth management. | Finance |
Altruist Corp.
![]() Altruist Corp. Packaged SoftwareTechnology Services Altruist Corp. engages in the operations of a digital investment platform that helps financial advisors. It provides management and advisory services . The company was founded by Jason Wenk on September 10, 2018 and is headquartered in Venice, CA. | Technology Services |
Matterscale Ventures LLC
![]() Matterscale Ventures LLC Investment ManagersFinance Matterscale Ventures LLC (Matterscale Ventures) is a venture capital firm founded in 2019 by Antonio Luck. The firm is headquartered in New York. | Finance |
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