Profiel
Mr. Jason K.
MacGregor is a RIA Principal & Portfolio Manager at Minich MacGregor Wealth Management LLC.
He has been working as a Financial Advisor since 1993.
He has worked for a large Wall Street brokerage firm and a regional investment firm.
Since 2009 he has been co-owner of Minich MacGregor Wealth Management, an independent Registered Investment Advisory firm.
He attended Syracuse University where he earned his Bachelors of Arts.
He has earned the Accredited Investment Fiduciary designation.
Actieve functies van Jason Keith MacGregor
| Bedrijven | Functie | Begin |
|---|---|---|
Minich MacGregor Wealth Management LLC
Minich MacGregor Wealth Management LLC Investment ManagersFinance MMWM is an active, long-term investor that makes investment decisions based on a comparison of risk tolerance versus performance, investment mix, distribution across market sectors, asset allocation, and client objectives. The firm seeks to maximize a portfolio’s growth while respecting the client’s acceptance of volatility or aversion to risk. | Oprichter | 01-01-2009 |
Opleiding van Jason Keith MacGregor
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Syracuse University
Syracuse University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Minich MacGregor Wealth Management LLC
Minich MacGregor Wealth Management LLC Investment ManagersFinance MMWM is an active, long-term investor that makes investment decisions based on a comparison of risk tolerance versus performance, investment mix, distribution across market sectors, asset allocation, and client objectives. The firm seeks to maximize a portfolio’s growth while respecting the client’s acceptance of volatility or aversion to risk. | Finance |
















