Actieve functies van Jim Heard
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
WBFG, Inc.
 WBFG, Inc. Investment ManagersFinance WBFG, Inc. engages in the provision of investment advisory services. The company is headquartered in Atlanta, GA. | Algemeen Directeur | - | - |
| President | - | - |
Loopbaan van Jim Heard
Eerdere bekende functies van Jim Heard
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
TrueWealth LLC
 TrueWealth LLC Investment ManagersFinance TrueWealth LLC is a wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 as Windham Brannon Financial Group LLC. In 2014, the name was changed to True Wealth LLC, dba TrueWealth Management. TrueWealth's principal owner is WBFG, Inc. TrueWealth provides services to individuals, trusts, estates and pension and profit sharing plans. | Algemeen Directeur | 01-01-1999 | - |
| Voorzitter | 01-01-1999 | - | |
| Oprichter | 01-01-1999 | - | |
| President | 01-01-1999 | - |
Opleiding van Jim Heard
| Davidson College | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Chief Executive Officer | 2 |
| President | 2 |
| Chairman | 1 |
Sectoraal
| Finance | 3 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
TrueWealth LLC
TrueWealth LLC Investment ManagersFinance TrueWealth LLC is a wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 as Windham Brannon Financial Group LLC. In 2014, the name was changed to True Wealth LLC, dba TrueWealth Management. TrueWealth's principal owner is WBFG, Inc. TrueWealth provides services to individuals, trusts, estates and pension and profit sharing plans. | Finance |
WBFG, Inc.
WBFG, Inc. Investment ManagersFinance WBFG, Inc. engages in the provision of investment advisory services. The company is headquartered in Atlanta, GA. | Finance |