Jamie Stockton

Chief Investment Officer bei

Financial Management, Inc. (United States)

Finance

Consumer Services

Profil

Mr. Jamie Stockton is a Chief Investment Officer at Financial Management, Inc. (United States).
He spent over 20 years in Wall Street equity research.
Mr. Stockton was previously employed as a Senior Analyst by Wells Fargo Securities LLC, a First Vice President by Morgan Keegan & Co., Inc. (Old), and a Portfolio Manager by Greenwood Gearhart, Inc. He received his undergraduate degree from The University of Arkansas.

Aktive Positionen von Jamie Stockton

Unternehmen	Position	Beginn
Financial Management, Inc. (United States) Financial Management, Inc. (United States) Investment ManagersFinance Provides investment advice	Chief Investment Officer	01.04.2026

Alle aktiven Positionen von Jamie Stockton

Ehemalige bekannte Positionen von Jamie Stockton

Unternehmen	Position	Ende
Wells Fargo Securities LLC Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01.03.2021
Morgan Keegan & Co., Inc. (Old) Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	21.05.2010
Greenwood Gearhart, Inc. Greenwood Gearhart, Inc. Investment ManagersFinance Greenwood Gearhart conducts an initial management review to establish the client objectives and constraints and to develop an appropriate investment portfolio policy. The firm implements decision-making strategies to reflect the risk-return requirements and/or asset allocation structures consistent with their recommended portfolio policy.	Analyst-Equity	31.01.2006

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Ausbildung von Jamie Stockton

Erfahrungen
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Private Unternehmen

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Beziehungen

Beziehungen ersten Grades

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Unternehmensverbindungen

Private Unternehmen	5
Morgan Keegan & Co., Inc. (Old) Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Provides brokerage services	Finance
Greenwood Gearhart, Inc. Greenwood Gearhart, Inc. Investment ManagersFinance Greenwood Gearhart conducts an initial management review to establish the client objectives and constraints and to develop an appropriate investment portfolio policy. The firm implements decision-making strategies to reflect the risk-return requirements and/or asset allocation structures consistent with their recommended portfolio policy.	Finance
The University of Arkansas The University of Arkansas Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wells Fargo Securities LLC Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Financial Management, Inc. (United States) Financial Management, Inc. (United States) Investment ManagersFinance Provides investment advice	Finance