Jim Denholm
Vorstandsvorsitzender bei IronBridge Private Wealth LLC
Profil
Mr. James M.
Denholm, III, is a Founder & Chief Executive Officer at IronBridge Private Wealth LLC.
Prior to founding IronBridge, he was a Senior Vice President with Wells Fargo Wealth Management, where he managed customized portfolios for high net worth clients.
Before joining Wells Fargo Advisors in 2005, he was Senior Vice President at JPMorganChase as a Wealth Advisor.
He began his career as a financial advisor with Morgan Stanley Dean Witter.
He has been trading stocks since 1997, and has been advising clients on investment strategies since 2001.
He earned a Bachelor’s degree in Mechanical Engineering from the University of Texas at Austin.
Aktive Positionen von Jim Denholm
| Unternehmen | Position | Beginn |
|---|---|---|
IronBridge Private Wealth LLC
 IronBridge Private Wealth LLC Investment ManagersFinance IronBridge Private Wealth LLC (IronBridge) is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by James Denholm III in 2017. IronBridge provides discretionary and non-discretionary portfolio management, financial planning and general consulting services to individuals, corporations, trusts, estates and charitable organizations. | Vorstandsvorsitzender | 01.02.2017 |
Ehemalige bekannte Positionen von Jim Denholm
| Unternehmen | Position | Ende |
|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Corporate Officer/Principal | 01.01.2017 |
Morgan Stanley DW, Inc.
 Morgan Stanley DW, Inc. Investment Banks/BrokersFinance Part of Morgan Stanley, Morgan Stanley DW, Inc. is a broker/dealer. The company is based in Purchase, NY. | Corporate Officer/Principal | 01.03.2002 |
Ausbildung von Jim Denholm
| The University of Texas At Austin College of Liberal Arts | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
IronBridge Private Wealth LLC
IronBridge Private Wealth LLC Investment ManagersFinance IronBridge Private Wealth LLC (IronBridge) is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by James Denholm III in 2017. IronBridge provides discretionary and non-discretionary portfolio management, financial planning and general consulting services to individuals, corporations, trusts, estates and charitable organizations. | Finance |
Morgan Stanley DW, Inc.
Morgan Stanley DW, Inc. Investment Banks/BrokersFinance Part of Morgan Stanley, Morgan Stanley DW, Inc. is a broker/dealer. The company is based in Purchase, NY. | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Finance |
