Profiel
Currently, Joshua Randall Jenkins is Chief Investment Officer at Lutz Financial Services LLC.
He is also responsible for portfolio trading, research and thought leadership, and the division's analytics and operational efficiency.
He has 12 years of relevant experience.
In his past career he held the position of Portfolio Manager at CLS Investments LLC.
He Completed his graduation from University of Nebraska.
Actieve functies van Josh Jenkins
| Bedrijven | Functie | Begin |
|---|---|---|
Lutz Financial Services LLC
 Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | Chief Investment Officer | 01-01-2021 |
Eerdere bekende functies van Josh Jenkins
| Bedrijven | Functie | Einde |
|---|---|---|
CLS Investments LLC
 CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Analyst-Equity | 01-09-2018 |
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 |
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CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
Lutz Financial Services LLC
Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | Finance |
