![Jim Dee](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jim Dee
Nessuna posizione attualmente
Finance
Consumer Services
Profilo
Mr. James J.
Dee is a Wealth Advisor at First Capital Advisors Group LLC.
He has over 30 years of experience helping individuals, families and businesses maximize wealth.
Mr. Dee was previously employed as a Financial Advisor by Wachovia Corp.
and a Financial Planner by Wellesley Asset Management, Inc. He started his career in financial services after graduating Albright College at an investment banking and brokerage firm in the Washington DC area.
He received his undergraduate degree from Albright College.
Precedenti posizioni note di Jim Dee
| Società | Posizione | Fine |
|---|---|---|
First Capital Advisors Group LLC
 First Capital Advisors Group LLC Investment ManagersFinance First Capital assists clients in building their wealth around understanding the client’s unique risk tolerance, goals and aspirations. | Gestore di Portafoglio-Azioni | 01/09/2023 |
Wellesley Asset Management, Inc.
 Wellesley Asset Management, Inc. Investment ManagersFinance WAM aims to maximize returns and protect client’s principal. The firm deploys absolute return strategies and invests predominantly in convertible bonds, synthetic convertible notes, convertible bond and corporate bond mutual funds and other convertible securities. They use fundamental analysis for their investment decisions. | Corporate Officer/Principal | - |
Wachovia Corp.
 Wachovia Corp. Major BanksFinance Provides commercial and retail banking services | Corporate Officer/Principal | - |
Formazione di Jim Dee
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Società collegate
| Aziende private | 4 |
|---|---|
Wachovia Corp.
Wachovia Corp. Major BanksFinance Provides commercial and retail banking services | Finance |
Albright College
 Albright College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc. Investment ManagersFinance WAM aims to maximize returns and protect client’s principal. The firm deploys absolute return strategies and invests predominantly in convertible bonds, synthetic convertible notes, convertible bond and corporate bond mutual funds and other convertible securities. They use fundamental analysis for their investment decisions. | Finance |
First Capital Advisors Group LLC
First Capital Advisors Group LLC Investment ManagersFinance First Capital assists clients in building their wealth around understanding the client’s unique risk tolerance, goals and aspirations. | Finance |
