![Jim Heard](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Aktive Positionen von Jim Heard
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
WBFG, Inc.
![]() WBFG, Inc. Investment ManagersFinance WBFG, Inc. engages in the provision of investment advisory services. The company is headquartered in Atlanta, GA. | Vorstandsvorsitzender | - | - |
Präsident | - | - |
Karriereverlauf von Jim Heard
Ehemalige bekannte Positionen von Jim Heard
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
TrueWealth LLC
![]() TrueWealth LLC Investment ManagersFinance TrueWealth LLC is a wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 as Windham Brannon Financial Group LLC. In 2014, the name was changed to True Wealth LLC, dba TrueWealth Management. TrueWealth's principal owner is WBFG, Inc. TrueWealth provides services to individuals, trusts, estates and pension and profit sharing plans. | Vorstandsvorsitzender | 01.01.1999 | - |
Vorsitzender | 01.01.1999 | - | |
Gründer | 01.01.1999 | - | |
Präsident | 01.01.1999 | - |
Ausbildung von Jim Heard
Davidson College | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Chief Executive Officer | 2 |
President | 2 |
Chairman | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
---|---|
TrueWealth LLC
![]() TrueWealth LLC Investment ManagersFinance TrueWealth LLC is a wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 as Windham Brannon Financial Group LLC. In 2014, the name was changed to True Wealth LLC, dba TrueWealth Management. TrueWealth's principal owner is WBFG, Inc. TrueWealth provides services to individuals, trusts, estates and pension and profit sharing plans. | Finance |
WBFG, Inc.
![]() WBFG, Inc. Investment ManagersFinance WBFG, Inc. engages in the provision of investment advisory services. The company is headquartered in Atlanta, GA. | Finance |