Profiel
Lee Burton Jones has worked as an Investment Adviser at Ascentis Independent Advisors LLC since 2021.
The current job is Investment Adviser at Ascentis Independent Advisors LLC, starting in 2021 and ongoing.
Actieve functies van Lee Jones
| Bedrijven | Functie | Begin |
|---|---|---|
Golden State Equity Partners LLC
Golden State Equity Partners LLC Investment ManagersFinance GSEP creates a portfolio that consists of individual stocks, bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments. The client's individual investment strategy is tailored to their specific needs and may include some or all the previously mentioned securities. Portfolios is designed to meet a particular investment goal, determined to be suitable to the client's circumstances. | Portefeuillebeheerder-Aandelen | 01-02-2021 |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Golden State Equity Partners LLC
Golden State Equity Partners LLC Investment ManagersFinance GSEP creates a portfolio that consists of individual stocks, bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments. The client's individual investment strategy is tailored to their specific needs and may include some or all the previously mentioned securities. Portfolios is designed to meet a particular investment goal, determined to be suitable to the client's circumstances. | Finance |
















