Jim Peterson

Direttore degli Investimenti presso Charles Schwab Investment Advisory, Inc.

Consumer Services

Finance

Posizioni attive di Jim Peterson

Società	Posizione	Inizio	Fine
Charles Schwab Investment Advisory, Inc. Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts.	Direttore degli Investimenti	01/01/1998	-
	Gestore di Portafoglio-Azioni	01/01/1998	-

Società	Posizione	Inizio	Fine
University of Notre Dame	Corporate Officer/Principal	31/12/1997	31/12/1997

Louisiana State University

Doctorate Degree

Distribuzione geografica

Stati Uniti

Posizioni

Settori

Consumer Services	3
Finance	2

Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Aziende private	1
Charles Schwab Investment Advisory, Inc. Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts.	Finance

Aziende private

Finance