Ashley Jones Guerra

Compliance Officer bei Gamble Jones Investment Counsel

Consumer Services

Finance

Profil

Ms. Ashley J.
Guerra is a Principal & Chief Compliance Officer at Gamble Jones Investment Counsel.
She began her professional career with the firm in early 1996.
In 2000, she began working with individual clients as a portfolio manager.
Ms. Guerra was previously employed as a Member by The Wellness Community Valley.
She received her B.A.
Political Science from the University of San Diego in 1994 and an M.B.A.
from Woodbury University in 2003.

Aktive Positionen von Ashley Jones Guerra

Unternehmen	Position	Beginn
Gamble Jones Investment Counsel Gamble Jones Investment Counsel Investment ManagersFinance Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans.	Compliance Officer	01.01.2001

Alle aktiven Positionen von Ashley Jones Guerra

Ehemalige bekannte Positionen von Ashley Jones Guerra

Unternehmen	Position	Ende
The Wellness Community Valley	Corporate Officer/Principal	-

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Ausbildung von Ashley Jones Guerra

University of San Diego	Undergraduate Degree
Woodbury University	Masters Business Admin

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Beziehungen

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Unternehmensverbindungen

Private Unternehmen	2
Gamble Jones Investment Counsel Gamble Jones Investment Counsel Investment ManagersFinance Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans.	Finance
The Wellness Community Valley