Profil
Mr. Brandon Jones is a Wealth Manager & Shareholder at Accredited Investors, Inc. A member of Accredited’s Wealth Management group, he is responsible for developing and directing client planning strategies.
He also serves as the firm’s director of financial planning, overseeing the evolution and implementation of Accredited’s planning techniques.
He is a member of the financial planning association of Minnesota and enjoys volunteering with Habitat for Humanity
He received his undergraduate degree from the University of Wisconsin.
He is a Certified Financial Planner.
Aktive Positionen von Brandon Jones
| Unternehmen | Position | Beginn |
|---|---|---|
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed. | Portfolio Manager-Aktien | 01.01.2005 |
Ausbildung von Brandon Jones
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed. | Finance |
















