Jim Lloyd
Amministratore Delegato presso QP Wealth Management LLC
Posizioni attive di Jim Lloyd
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
QP Wealth Management LLC
 QP Wealth Management LLC Investment ManagersFinance QP Wealth Management LLC (QP Wealth) is an independent, SEC-registered investment advisor and multi-family financial services firm headquartered in Boca Raton, Florida. The firm was founded by James “Jim” Lloyd in 2019. QP Wealth offers comprehensive wealth management services to entrepreneurs and their families. | Amministratore Delegato | 01/05/2019 | - |
| Direttore degli Investimenti | 01/05/2019 | - | |
| Fondatore | 01/05/2019 | - |
Storia della carriera di Jim Lloyd
Precedenti posizioni note di Jim Lloyd
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | 01/11/2006 | 01/05/2019 |
| Wachovia Securities, Inc. | Corporate Officer/Principal | 01/10/2000 | 01/11/2006 |
Formazione di Jim Lloyd
| Rutgers State University of New Jersey | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
| Francia | 2 |
Posizioni
| Corporate Officer/Principal | 2 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
Settori
| Finance | 4 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Aziende private | 2 |
|---|---|
QP Wealth Management LLC
QP Wealth Management LLC Investment ManagersFinance QP Wealth Management LLC (QP Wealth) is an independent, SEC-registered investment advisor and multi-family financial services firm headquartered in Boca Raton, Florida. The firm was founded by James “Jim” Lloyd in 2019. QP Wealth offers comprehensive wealth management services to entrepreneurs and their families. | Finance |
| Wachovia Securities, Inc. | Finance |
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