Jeff Dominguez
Amministratore Delegato presso Dominguez Wealth Management Solutions, Inc.
Provenienza dei contatti di primo grado di Jeff Dominguez
Entità | Tipo di entità | Settore Industriale | |
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LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.
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| Subsidiary | Investment Managers | 66 |
Dominguez Wealth Management Solutions, Inc.
Dominguez Wealth Management Solutions, Inc. Investment ManagersFinance Dominguez Wealth Management Solutions, Inc. (DWMS) is an independent, SEC-registered investment advisor headquartered in Williamsburg, Virginia. The firm was founded by Jeff Dominguez in 2014. DWMS provides advisory services to individual and institutional clients.
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| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jeff Dominguez tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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DELTA AIR LINES, INC. | Airlines | Consultant / Advisor | |
Fairview Capital Investment Management LLC
Fairview Capital Investment Management LLC Investment ManagersFinance Fairview Capital Investment Management LLC (Fairview Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greenbrae, California. It was founded by Andrew F. Mathieson in 1995. Fairview Capital provides investment advice and management to individually managed accounts and investment limited partnerships. The firm manages discretionary separate accounts for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, endowments, foundations, corporations and other businesses. | Investment Managers | Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity | |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Corporate Officer/Principal | |
Edward D. Jones & Co. LP
Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Analyst-Equity | |
CUNA Brokerage Services, Inc.
CUNA Brokerage Services, Inc. Investment Banks/BrokersFinance CUNA Brokerage Services, Inc. provides investment, insurance, and retirement planning services. It offers credit union protection, investments, executive benefits and funding solutions, lending, retirement solutions, and TruStage Insurance program. The company was founded in 1982 and is headquartered in Waverly, IA. | Investment Banks/Brokers | President | |
First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Instinet LLC
Instinet LLC Investment Banks/BrokersFinance Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
John Hancock Investment Management LLC
John Hancock Investment Management LLC Investment ManagersFinance John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates. | Investment Managers | Market Strategist | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | President Human Resources Officer Chief Tech/Sci/R&D Officer Director of Finance/CFO Corporate Officer/Principal Chairman General Counsel General Counsel Compliance Officer Sales & Marketing Corporate Officer/Principal | |
Boston University | College/University | Masters Business Admin Masters Business Admin | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree | |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity | |
Nomura Securities International, Inc.
Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
San Diego State University | College/University | Graduate Degree Masters Business Admin | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
Frostburg State University | College/University | Undergraduate Degree | |
Hawaii Pacific University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Undergraduate Degree Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree | |
Northern Kentucky University | College/University | Undergraduate Degree | |
Olivet College | College/University | Undergraduate Degree | |
Purdue University | College/University | Graduate Degree Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
The Leonard N Stern School of Business | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Securities Industry & Financial Markets Association, Inc.
Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
Wavemaker Partners LLC
Wavemaker Partners LLC Investment ManagersFinance Wavemaker Partners LLC(Wavemaker Partners) is a venture capital firm founded in 2003 by David A siemer & Eric Manlunas. The firm is headquartered in Santa Monica, Los Angeles. | Investment Managers | Private Equity Investor | |
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 | |
CrossCut Ventures Management LLC
CrossCut Ventures Management LLC Investment ManagersFinance Crosscut Ventures Management LLC (Crosscut Ventures) is a venture capital firm founded in 2007 by Brian Garrett, Brett C. Brewer and Rick Smith. The firm is headquartered in Santa Monica, California. | Investment Managers | Private Equity Analyst | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
Amplify.LA Partners LLC
Amplify.LA Partners LLC Investment ManagersFinance Amplify.LA Partners LLC (Amplify.LA Partners) is a venture capital firm founded in 2011 by Paul Bricault, Richard E. Wolpert, Oded Noy. The firm is headquartered in Venice, California. | Investment Managers | Private Equity Investor | |
OpenNest LLC
OpenNest LLC Investment ManagersFinance OpenNest LLC (OpenNest) is a venture capital firm founded in 2016 by Kris Bjornerud and Tyler Wakstein. The firm is headquartered in Venice, California. | Investment Managers | Founder | |
Georgetown University | College/University | Undergraduate Degree | |
Members Trust Co.
Members Trust Co. Savings BanksFinance Members Trust Co. offers trust and investment services to credit unions, members, and private clients with a focus on estate planning and retirement savings. Members Trust was founded in 1987 and is based in Tampa, FL with subsidiaries in the United States. The private company provides guidance on investment management, long-term care planning, and tax-efficient investing. The company also offers information on converting traditional IRAs to Roth IRAs, business succession planning, and designating beneficiaries. Kenneth E. Lako has been the CEO of the company since 2023. | Savings Banks | Director/Board Member | |
USC Marshall School of Business | College/University | Masters Business Admin | |
Pure Financial Advisors, Inc.
Pure Financial Advisors, Inc. Investment ManagersFinance Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients. | Investment Managers | Portfolio Manager-Equities | |
Bank Insurance & Securities Association
Bank Insurance & Securities Association Miscellaneous Commercial ServicesCommercial Services Bank Insurance & Securities Association is a business association. The non-profit company is based in Washington. | Miscellaneous Commercial Services | President |
Statistiche
Distribuzione geografica
Stati Uniti | 48 |
Israele | 2 |
Francia | 2 |
Settori
Finance | 27 |
Consumer Services | 20 |
Commercial Services | 4 |
Transportation | 2 |
Posizioni
Corporate Officer/Principal | 124 |
Undergraduate Degree | 59 |
Director/Board Member | 31 |
Analyst-Equity | 30 |
Masters Business Admin | 19 |
Contatti più connessi
Insiders | |
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James Shorris | 14 |
Joan D. Khoury | 13 |
Ryan Parker | 13 |
Chad Perry | 13 |
Marcus Frampton | 11 |
Bill Dwyer | 11 |
C. Maher | 11 |
Kristen Owen | 9 |
Kris Bjornerud | 9 |
Becky Shulman | 9 |
Sallie R. Larsen | 9 |
Stephanie Leigh Brown | 8 |
Chris F. Feeney | 8 |
Clark Edlund | 7 |
Craig Adams | 7 |
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