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Jon Sheldon Bull
Gestore di Portafoglio-Azioni presso JPMorgan Private Wealth Advisors LLC
Posizioni attive di Jon Sheldon Bull
Società | Posizione | Inizio | Fine |
---|---|---|---|
JPMorgan Private Wealth Advisors LLC
![]() JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Gestore di Portafoglio-Azioni | 01/06/2007 | - |
Storia della carriera di Jon Sheldon Bull
Precedenti posizioni note di Jon Sheldon Bull
Società | Posizione | Inizio | Fine |
---|---|---|---|
Starbuck, Tisdale & Associates
![]() Starbuck, Tisdale & Associates Investment ManagersFinance Based in Santa Barbara, California, Starbuck, Tisdale & Associates (STA) manages liquid investment assets for individuals, trusts, endowments and pension plans. | Analyst-Equity | - | 31/05/2007 |
Direttore degli Investimenti | - | 31/05/2007 | |
Membro del Comitato di Investimento | - | 31/05/2007 | |
Gestore di Portafoglio-Azioni | - | 31/05/2007 | |
Corporate Officer/Principal | - | 31/05/2007 | |
Dream Foundation | Presidente | - | - |
Santa Barbara Zoo | Treasurer | - | - |
Formazione di Jon Sheldon Bull
University of California, Irvine | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Chief Investment Officer | 1 |
Settori
Finance | 3 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
---|---|
Starbuck, Tisdale & Associates
![]() Starbuck, Tisdale & Associates Investment ManagersFinance Based in Santa Barbara, California, Starbuck, Tisdale & Associates (STA) manages liquid investment assets for individuals, trusts, endowments and pension plans. | Finance |
JPMorgan Private Wealth Advisors LLC
![]() JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
Santa Barbara Zoo | |
Dream Foundation |
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