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Profiel
Mr. Jonathan D.
Held is Portfolio Manager & Lead Trader at SNS Financial Group LLC.
Mr. Held received his BBA in Finance from University of Minnesota, Duluth.
Eerdere bekende functies van Jonathan Dean Held
Bedrijven | Functie | Einde |
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SNS Financial Group LLC
![]() SNS Financial Group LLC Investment ManagersFinance SNS Financial Group LLC, do-business-as Vector Wealth Management (Vector), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Todd Stueve in 2017 through the combination of Vector Wealth Management LLC (established in 1993) and SNS Financial Group LLC (established in 2009). In 2019, the firm was acquired by Bluespring Wealth Partners LLC (fka Kestra Acquired Holdings, Inc.), a wholly-owned subsidiary of Kestra Financial, Inc. Vector provides investment advisory services to individuals, business owners, pension and profit-sharing plans, trusts and estates. | Trading-Equity | - |
Opleiding van Jonathan Dean Held
University of Minnesota Duluth | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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SNS Financial Group LLC
![]() SNS Financial Group LLC Investment ManagersFinance SNS Financial Group LLC, do-business-as Vector Wealth Management (Vector), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Todd Stueve in 2017 through the combination of Vector Wealth Management LLC (established in 1993) and SNS Financial Group LLC (established in 2009). In 2019, the firm was acquired by Bluespring Wealth Partners LLC (fka Kestra Acquired Holdings, Inc.), a wholly-owned subsidiary of Kestra Financial, Inc. Vector provides investment advisory services to individuals, business owners, pension and profit-sharing plans, trusts and estates. | Finance |