John Blood
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Profilo
John Blood is the founder of Disciplined Wealth Strategies, Inc. which was founded in 2013, where he held the title of Chief Executive & Investment Officer.
He also held former positions as Vice President at Dimensional Fund Advisors LP, Senior VP-Advisory Services & Solutions at Ladenburg Thalmann Financial Services, Inc., and Principal at Commonwealth Equity Services LLC.
In 2017-2018, he was the Chief Executive & Investment Officer at JJCC Financial, Inc. Mr. Blood's education includes a graduate degree and an MBA from Boston College and an undergraduate degree from Rensselaer Polytechnic Institute.
Precedenti posizioni note di John Blood
| Società | Posizione | Fine |
|---|---|---|
| JJCC Financial, Inc. | Amministratore Delegato | 01/01/2018 |
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Analyst-Equity | 01/01/2013 |
| LADENBURG THALMANN FINANCIAL SERVICES | Corporate Officer/Principal | - |
Disciplined Wealth Strategies, Inc.
 Disciplined Wealth Strategies, Inc. Investment ManagersFinance Disciplined Wealth Strategies, Inc. provides investment and advisory services. The company was founded by John Blood in 2013 and is headquartered in Austin, TX. | Amministratore Delegato | - |
Commonwealth Equity Services LLC
 Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Corporate Officer/Principal | - |
Formazione di John Blood
| Boston College | Graduate Degree |
| Rensselaer Polytechnic Institute | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Società collegate
| Aziende private | 5 |
|---|---|
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Finance |
Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Finance |
Disciplined Wealth Strategies, Inc.
Disciplined Wealth Strategies, Inc. Investment ManagersFinance Disciplined Wealth Strategies, Inc. provides investment and advisory services. The company was founded by John Blood in 2013 and is headquartered in Austin, TX. | Finance |
Ladenburg Thalmann Financial Services, Inc.
 Ladenburg Thalmann Financial Services, Inc. Investment Banks/BrokersFinance Osaic Financial Services, Inc. is a holding company, which engages in investment banking and research, institutional sales and trading, asset management services, wholesale life insurance brokerage, and trust services through its subsidiaries. It operates through the following segments: Independent Advisory and Brokerage Services; Ladenburg; and Insurance Brokerage. The Independent Advisory and Brokerage segment includes the investment advisory and brokerage services provided by independent advisory and brokerage subsidiaries. The Ladenburg segment comprises investment banking, sales and trading and asset management services, and investment activities. The Insurance Brokerage segment focuses in the wholesale insurance brokerage activities. The company was founded in February 1996 and is headquartered in Phoenix, FL. | Finance |
| JJCC Financial, Inc. |
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