Ashley Jones Guerra
Compliance Officer bij Gamble Jones Investment Counsel
Profiel
Ms. Ashley J.
Guerra is a Principal & Chief Compliance Officer at Gamble Jones Investment Counsel.
She began her professional career with the firm in early 1996.
In 2000, she began working with individual clients as a portfolio manager.
Ms. Guerra was previously employed as a Member by The Wellness Community Valley.
She received her B.A.
Political Science from the University of San Diego in 1994 and an M.B.A.
from Woodbury University in 2003.
Actieve functies van Ashley Jones Guerra
Bedrijven | Functie | Begin |
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Gamble Jones Investment Counsel
Gamble Jones Investment Counsel Investment ManagersFinance Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans. | Compliance Officer | 01-01-2001 |
Eerdere bekende functies van Ashley Jones Guerra
Bedrijven | Functie | Einde |
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The Wellness Community Valley | Corporate Officer/Principal | - |
Opleiding van Ashley Jones Guerra
University of San Diego | Undergraduate Degree |
Woodbury University | Masters Business Admin |
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Bedrijven in privébezit | 2 |
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Gamble Jones Investment Counsel
Gamble Jones Investment Counsel Investment ManagersFinance Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans. | Finance |
The Wellness Community Valley |