![Lee Jones](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Lee Burton Jones has worked as an Investment Adviser at Ascentis Independent Advisors LLC since 2021.
The current job is Investment Adviser at Ascentis Independent Advisors LLC, starting in 2021 and ongoing.
Aktiva positioner av Lee Jones
| Företag | Position | Start |
|---|---|---|
Golden State Equity Partners LLC
 Golden State Equity Partners LLC Investment ManagersFinance GSEP creates a portfolio that consists of individual stocks, bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments. The client's individual investment strategy is tailored to their specific needs and may include some or all the previously mentioned securities. Portfolios is designed to meet a particular investment goal, determined to be suitable to the client's circumstances. | Portföljförvaltare-Aktier | 2021-02-01 |
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
2
Första gradens relationer
1
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 1 |
|---|---|
Golden State Equity Partners LLC
Golden State Equity Partners LLC Investment ManagersFinance GSEP creates a portfolio that consists of individual stocks, bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments. The client's individual investment strategy is tailored to their specific needs and may include some or all the previously mentioned securities. Portfolios is designed to meet a particular investment goal, determined to be suitable to the client's circumstances. | Finance |
