Scott Jones
Keine laufenden Positionen mehr
Profil
Scott Jones worked as a Vice President & Account Manager at Lincoln Financial Distributors, Inc. and as an Institutional Relationship Manager at Litman Gregory Wealth Management LLC.
Ehemalige bekannte Positionen von Scott Jones
| Unternehmen | Position | Ende |
|---|---|---|
Lincoln Financial Distributors, Inc.
 Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA. | Corporate Officer/Principal | - |
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Vertrieb & Marketing | - |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
Lincoln Financial Distributors, Inc.
Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA. | Finance |
