Jim Denholm

Amministratore Delegato presso IronBridge Private Wealth LLC

Finance

Consumer Services

Profilo

Mr. James M.
Denholm, III, is a Founder & Chief Executive Officer at IronBridge Private Wealth LLC.
Prior to founding IronBridge, he was a Senior Vice President with Wells Fargo Wealth Management, where he managed customized portfolios for high net worth clients.
Before joining Wells Fargo Advisors in 2005, he was Senior Vice President at JPMorganChase as a Wealth Advisor.
He began his career as a financial advisor with Morgan Stanley Dean Witter.
He has been trading stocks since 1997, and has been advising clients on investment strategies since 2001.
He earned a Bachelor’s degree in Mechanical Engineering from the University of Texas at Austin.

Posizioni attive di Jim Denholm

Società	Posizione	Inizio
IronBridge Private Wealth LLC IronBridge Private Wealth LLC Investment ManagersFinance IronBridge Private Wealth LLC (IronBridge) is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by James Denholm III in 2017. IronBridge provides discretionary and non-discretionary portfolio management, financial planning and general consulting services to individuals, corporations, trusts, estates and charitable organizations.	Amministratore Delegato	01/02/2017

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Precedenti posizioni note di Jim Denholm

Società	Posizione	Fine
Wells Fargo Advisors Financial Network LLC Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.	Corporate Officer/Principal	01/01/2017
Morgan Stanley DW, Inc. Morgan Stanley DW, Inc. Investment Banks/BrokersFinance Part of Morgan Stanley, Morgan Stanley DW, Inc. is a broker/dealer. The company is based in Purchase, NY.	Corporate Officer/Principal	01/03/2002

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Formazione di Jim Denholm

The University of Texas At Austin College of Liberal Arts

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

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Uomo

Donna

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Società collegate

Aziende private	3
IronBridge Private Wealth LLC IronBridge Private Wealth LLC Investment ManagersFinance IronBridge Private Wealth LLC (IronBridge) is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by James Denholm III in 2017. IronBridge provides discretionary and non-discretionary portfolio management, financial planning and general consulting services to individuals, corporations, trusts, estates and charitable organizations.	Finance
Morgan Stanley DW, Inc. Morgan Stanley DW, Inc. Investment Banks/BrokersFinance Part of Morgan Stanley, Morgan Stanley DW, Inc. is a broker/dealer. The company is based in Purchase, NY.	Finance
Wells Fargo Advisors Financial Network LLC Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.	Finance

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