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James Francis Buckley
Portefeuillebeheerder-Aandelen bij JPMorgan Private Wealth Advisors LLC
Profiel
Mr. James F.
Buckley, Jr., is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Senior Managing Director of the firm.
Mr. Buckley comes to First Republic with more than 40 years of experience in the securities industry.
Mr. Buckley began at Merrill Lynch & Co. in the junior executive training program.
His investment industry experience includes positions as Managing Director at Deutsche Bank Alex Brown’s Private Client Services Division in San Francisco; Vice President of Investment Services at Credit Suisse First Boston; Senior Vice President and Director, Shearson Lehman Brothers; President and CEO of Davis Skaggs and Co., which was sold to Shearson Lehman Brothers; and Regional Manager and member of the board of directors of Blyth Eastman Dillon, which was merged with UBS Paine Webber.
Mr. Buckley graduated with a Bachelor of Science from Boston College.
Actieve functies van James Francis Buckley
Bedrijven | Functie | Begin |
---|---|---|
JPMorgan Private Wealth Advisors LLC
![]() JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Portefeuillebeheerder-Aandelen | 01-04-2017 |
Eerdere bekende functies van James Francis Buckley
Bedrijven | Functie | Einde |
---|---|---|
Blyth, Eastman, Dillon & Co. | Corporate Officer/Principal | - |
Davis, Skaggs & Co | Corporate Officer/Principal | - |
Shearson Lehman Brothers Holdings, Inc.
![]() Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | - |
Deutsche Bank Alex. Brown, Inc.
![]() Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Corporate Officer/Principal | - |
Opleiding van James Francis Buckley
Boston College | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 7 |
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Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Shearson Lehman Brothers Holdings, Inc.
![]() Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Finance |
JPMorgan Private Wealth Advisors LLC
![]() JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
Deutsche Bank Alex. Brown, Inc.
![]() Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Finance |
Blyth, Eastman, Dillon & Co. | |
Merrill Lynch & Co., Inc. | Finance |
Davis, Skaggs & Co | Finance |