![Jeremy Todd Welther](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profilo
Jeremy Todd Welther worked as a Chief Compliance Officer at Brinton Eaton Associates, Inc. from 2012 to 2012.
Prior to that, he was a Registered Representative at Merrill Lynch & Co., Inc. in 1995.
He also worked as a Chief Compliance Officer & Portfolio Manager at Giralda Advisors LLC and as a Partner at Mariner Wealth Advisors-Madison LLC.
Mr. Welther received his undergraduate degree from Susquehanna University in 1994.
Precedenti posizioni note di Jeremy Todd Welther
Società | Posizione | Fine |
---|---|---|
Brinton Eaton Associates, Inc.
![]() Brinton Eaton Associates, Inc. Investment ManagersFinance Founded in 1988, Brinton Eaton Associates, Inc. is a registered investment advisor firm located in Morristown, New Jersey | Responsabile della Conformità | 30/11/2012 |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31/05/1995 |
Mariner Wealth Advisors-Madison LLC
![]() Mariner Wealth Advisors-Madison LLC Investment ManagersFinance Mariner Wealth Advisors-Madison LLC is a registered investment advisor headquartered in Overland Park, Kansas. The firm does business as Mariner Wealth Advisors. They are owned by Mariner LLC, itself wholly-owned by Mariner Holdings LLC. The Bicknell Family Holding Co. LLC is the majority owner and manager of Mariner Holdings LLC. | Gestore di Portafoglio-Azioni | - |
Giralda Advisors LLC
![]() Giralda Advisors LLC Investment ManagersFinance Giralda Advisors LLC is am SEC-registered investment advisor located in New York, City. In 2012, the firm was acquired by Montage Investments, which is a subsidiary of Mariner Holdings LLC, an independent financial services firm LLC. The Bicknell Family Holding Company LLC is a member of Mariner Holdings LLC. Giralda generally provides investment advice to individuals, high net-worth individuals, investment companies, and pension & profit sharing plans. Giralda also serves as a non-discretionary investment advisor to Placemark Investments, Inc., an unaffiliated SEC-registered investment advisor. | Responsabile della Conformità | - |
Formazione di Jeremy Todd Welther
Susquehanna University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
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Brinton Eaton Associates, Inc.
![]() Brinton Eaton Associates, Inc. Investment ManagersFinance Founded in 1988, Brinton Eaton Associates, Inc. is a registered investment advisor firm located in Morristown, New Jersey | Finance |
Merrill Lynch & Co., Inc. | Finance |
Giralda Advisors LLC
![]() Giralda Advisors LLC Investment ManagersFinance Giralda Advisors LLC is am SEC-registered investment advisor located in New York, City. In 2012, the firm was acquired by Montage Investments, which is a subsidiary of Mariner Holdings LLC, an independent financial services firm LLC. The Bicknell Family Holding Company LLC is a member of Mariner Holdings LLC. Giralda generally provides investment advice to individuals, high net-worth individuals, investment companies, and pension & profit sharing plans. Giralda also serves as a non-discretionary investment advisor to Placemark Investments, Inc., an unaffiliated SEC-registered investment advisor. | Finance |
Mariner Wealth Advisors-Madison LLC
![]() Mariner Wealth Advisors-Madison LLC Investment ManagersFinance Mariner Wealth Advisors-Madison LLC is a registered investment advisor headquartered in Overland Park, Kansas. The firm does business as Mariner Wealth Advisors. They are owned by Mariner LLC, itself wholly-owned by Mariner Holdings LLC. The Bicknell Family Holding Co. LLC is the majority owner and manager of Mariner Holdings LLC. | Finance |
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