Profiel
Jeffrey A.
Land joined Bloom Asset Management as a financial advisor in 2002 and has been in the investment and financial services industry since 1992.
Before joining Bloom Asset Management, Jeff was an investment specialist and assistant manager at Charles Schwab and Co.
Jeff holds both the Accredited Asset Management Specialist (AAMS) and Certified Financial Planner (CFP) designations both which require training on estate planning, risk management, taxation, investments and retirement planning and earned his bachelor's degree from Michigan State University.
He has been a frequent speaker at community and client seminars, a guest and guest host on Rick Bloom's radio show, and is a member of the Bloom Asset Management Investment Committee.
Eerdere bekende functies van Jeff A. Land
| Bedrijven | Functie | Einde |
|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Corporate Officer/Principal | 01-01-2000 |
Bloom Advisors, Inc.
 Bloom Advisors, Inc. Investment ManagersFinance Bloom Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Farmington Hills, Michigan. The firm was founded by Richard and Kenneth Bloom in 1995 as Bloom Asset Management, Inc. Bloom Advisors provides professional money management services for individual investors and businesses on a discretionary, no-commission, fee-only basis. | Consultant / Adviseur | - |
Opleiding van Jeff A. Land
| Michigan State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Finance |
Bloom Advisors, Inc.
Bloom Advisors, Inc. Investment ManagersFinance Bloom Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Farmington Hills, Michigan. The firm was founded by Richard and Kenneth Bloom in 1995 as Bloom Asset Management, Inc. Bloom Advisors provides professional money management services for individual investors and businesses on a discretionary, no-commission, fee-only basis. | Finance |
