Profiel
Jennifer Christine Winters is the founder of EQIS Holding, Inc., founded in 2007, where the title held was Director from 2010 to 2017.
Ms. Winters was the founder of Freedom Investment Management, Inc. (US), founded in 2003, where the title held was Chief Compliance Officer & Executive VP from 2007 to 2015.
Ms. Winters currently holds the positions of Chief Operating Officer, Secretary & Director at Financial Gravity Cos., Inc. since 2020, Executive Vice President at Forta Financial Group, Inc., Member at Network of Executive Women, Member at National Association for Female Executives, Member at American Business Women's Association, Executive Vice President at Tax Master Network LLC, Member at International Association of Women, Executive Vice President at Mpath Advisor Services, Inc., and Executive Vice President at Fa Mentor LLC.
Former jobs include Chief Compliance Officer at US Securities & Exchange Commission and Chief Compliance Officer at Financial Industry Regulatory Authority, Inc. Education includes undergraduate studies at Lewis University and an MBA from Pedago LLC.
Actieve functies van Jennifer Winters
| Bedrijven | Functie | Begin |
|---|---|---|
| FINANCIAL GRAVITY COMPANIES, INC. | Operationeel Directeur | 21-05-2020 |
American Business Women's Association
American Business Women's Association Miscellaneous Commercial ServicesCommercial Services Operates as an organization for the advancement of women career | Corporate Officer/Principal | - |
International Association of Women
International Association of Women Miscellaneous Commercial ServicesCommercial Services Operates a professional association for women | Corporate Officer/Principal | - |
Network of Executive Women
Network of Executive Women Miscellaneous Commercial ServicesCommercial Services Organizes events and learning programs for its members | Corporate Officer/Principal | - |
National Association for Female Executives
National Association for Female Executives Miscellaneous Commercial ServicesCommercial Services Operates associations for women professionals and business owners | Corporate Officer/Principal | - |
Forta Financial Group, Inc.
Forta Financial Group, Inc. Investment ManagersFinance Provides financial planning and advisory services | Corporate Officer/Principal | - |
Mpath Advisor Services, Inc. | Corporate Officer/Principal | - |
Fa Mentor LLC | Corporate Officer/Principal | - |
Tax Master Network LLC
Tax Master Network LLC Packaged SoftwareTechnology Services Provides tax-planning software and training services | Corporate Officer/Principal | - |
Eerdere bekende functies van Jennifer Winters
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Opleiding van Jennifer Winters
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 15 |
|---|---|
Forta Financial Group, Inc.
Forta Financial Group, Inc. Investment ManagersFinance Provides financial planning and advisory services | Finance |
Lewis University
Lewis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Securities & Exchange Commission
US Securities & Exchange Commission Investment Banks/BrokersFinance Provides securities and commission services | Finance |
Financial Industry Regulatory Authority, Inc.
Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a non profit organization that focuses on governing activities of all broker-dealer firms and brokers | Commercial Services |
Network of Executive Women
Network of Executive Women Miscellaneous Commercial ServicesCommercial Services Organizes events and learning programs for its members | Commercial Services |
National Association for Female Executives
National Association for Female Executives Miscellaneous Commercial ServicesCommercial Services Operates associations for women professionals and business owners | Commercial Services |
American Business Women's Association
American Business Women's Association Miscellaneous Commercial ServicesCommercial Services Operates as an organization for the advancement of women career | Commercial Services |
EQIS Holding, Inc.
EQIS Holding, Inc. Packaged SoftwareTechnology Services Develops investment and asset management platform solutions | Technology Services |
Freedom Investment Management, Inc. (US)
Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom utilizes quantitative tools, factor-based strategies, and systematic investment approaches in the management of client portfolios. The firm also believes in efficient markets and that passive fund management can be an effective means to take advantage of those efficiencies. For some of their model portfolios, they look for pure asset-class investment vehicles with which to build efficient and low-cost portfolios. Freedom uses low-cost asset-class and/or index mutual funds to structure certain portfolios. They will use certain ETFs to construct certain portfolios. On occasion, the firm will allocate funds to traditional actively managed investment products. | Finance |
Tax Master Network LLC
Tax Master Network LLC Packaged SoftwareTechnology Services Provides tax-planning software and training services | Technology Services |
Financial Gravity Cos., Inc.
Financial Gravity Cos., Inc. Investment ManagersFinance Operates as a holding company whose subsidiaries provides investment advisory, security brokerage and taxation services | Finance |
Pedago LLC
Pedago LLC Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
International Association of Women
International Association of Women Miscellaneous Commercial ServicesCommercial Services Operates a professional association for women | Commercial Services |
Mpath Advisor Services, Inc. | |
Fa Mentor LLC |
















